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Building 2CARLSON INVESTMENTS

Map pinCONCORD, NH
Phone603-224-5977
NotebookSEC #801-34606
Total AUM
$735.5M
Employees
14
Clients
360

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO CAPITAL PLAZA
SUITE 404
CONCORD
NH 03301
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
603-224-5977

ReceiptFinancials

Total AUM
$735.5M
Accounts
893
Discretionary
$735.5M
Accounts
893
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
243
AUM
$121.4M
HNW Individual Clients
107
AUM
$417.3M
Pension/Profit Sharing Plan Clients
4
AUM
$189.8M
Charitable Organization Clients
4
AUM
$6.6M
Corporation or Business Clients
2
AUM
$404.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMDMEMOMTNCNHNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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