CARLSON INVESTMENTS
Tel: 603-224-5977 Two Capital Plaza Suite 404 Concord, New Hampshire 03301
About CARLSON INVESTMENTS
CARLSON INVESTMENTS is a Concord, New Hampshire based financial advisory firm with nearly $634,897,677 in assets under management and provides investment advisory services for 869 clients. There are currently 14 financial advisors at the firm.
General Information
Firm CRD#:
105729
Firm SEC#:
801-34606
Assets Under Management:
$634,897,677
No. of Clients:
869
No. of Advisors:
14
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
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