CARLSON CAPITAL MANAGEMENT, LLC - Financial Advisor in Minnesota, Northfield

Tel: 507-645-8887 11 Bridge Square Northfield, Minnesota 55057

About CARLSON CAPITAL MANAGEMENT, LLC

CARLSON CAPITAL MANAGEMENT, LLC is a Northfield, Minnesota based financial advisory firm with nearly $3,502,693,641 in assets under management and provides investment advisory services for 8421 clients. There are currently 79 financial advisors at the firm.

General Information

Firm CRD#:

281544

Firm SEC#:

801-106832

Assets Under Management:

$3,502,693,641

No. of Clients:

8421

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in Minnesota, Northfield

FirmCRD#:327915

SEC#:801-128708

No. of Advisors:3

No. of Clients:1

AUM:$868,770,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CCM INVESTMENT GROUP, LLC

327915

801-128708

$868,770,000

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