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CARLSON INVESTMENTS
Two Capital Plaza
Suite 404
Concord, New Hampshire 03301
Tel: 603-224-5977
About CARLSON INVESTMENTS
CARLSON INVESTMENTS, formally registered with the SEC as CARLSON INVESTMENTS. The firm was established in 06/12/1989. They have over 1 offices throughout the country.
CARLSON INVESTMENTS is a Concord, New Hampshire based Financial Planning firm with nearly $634,897,677 assets under management, offering retirement planning & investment advisory services to 869 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105729 |
| SEC# | 801-34606 |
| Assets Managed by Firm | $634,897,677 |
| No. of Clients | 869 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 869 | $634,897,677 |
| Individuals (other than high net worth individuals) | 225 | $89,629,216 |
| High net worth individuals | 117 | $374,512,323 |
| Pension and profit sharing plans | 3 | $165,161,226 |
| Charitable organizations | 5 | $4,151,656 |
| Corporations or other businesses | 2 | $1,443,256 |
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|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
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