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Building 2CARLSON CAPITAL MANAGEMENT

Map pinNORTHFIELD, MN
Phone507-645-8887
NotebookSEC #801-37202
Total AUM
$1.2B
Employees
32
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 BRIDGE SQUARE
NORTHFIELD
MN 55057
United States
Operating Hours
8AM TO 5 PM
Monday - Friday
Phone
507-645-8887

ReceiptFinancials

Total AUM
$1.2B
Accounts
4,628
Discretionary
$1.2B
Accounts
4,628
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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