Carlson Capital Management

Finance · Minnesota, United States · 51-200 Employees

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Overview

Headquarters

11 Bridge Sq, Northfield, Minnesota, 550...

Phone Number

(507) 645-8887

Revenue

$15.9 Million

Industry

Finance Securities Trading

About Carlson Capital Management

Integrated Wealth Advisors Carlson Capital Management is a fiduciary advisor and integrated wealth management firm, offering a broad range of financial services such as investment management, retirement planning, tax services, and estate planning. With over 35 years of experience, they cater to individuals, families, businesses, and institutions, providing personalized and comprehensive financial planning. Their approach emphasizes a customized strategy, ensuring that clients' various financial needs are met through a single, integrated plan. The firm is committed to establishing long-term relationships with clients, making them a trusted partner through different stages of life.Explore more
Carlson Capital Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Carlson Capital Management Org Chart

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Chief Investment Officer

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Tax Specialist

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Investment Specialist

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Integrated Wealth Advisor

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Wealth Advisor

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Compare Similar Companies to Carlson Capital Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carlson Capital Managemen...

$15.9M
51-200
Private
<$5M
1987
GS
Gus SauterChief Investment Officer
$52.1M
51-200
Private
<$5M
1997
$18M
51-200
Private
<$5M
2001
$15.5M
11-50
Private
-
1989
KP
Kenneth PollingerChairman & Co-CEO
$6.8M
11-50
Private
<$5M
1995
DE
Don ElseaVice President
$5.6M
51-200
Private
-
1995
LC
Lisa ColonExecutive Vice President & Chief Operating Officer
<$5M
11-50
Private
<$5M
1994
HO
Heather OstrowskiChief Financial Officer
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Carlson Capital Management Tech Stack

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Frequently Asked Questions Regarding Carlson Capital Management

What is Carlson Capital Management's official website?
Carlson Capital Management's official website is www.carlsoncap.com
What is Carlson Capital Management's Revenue?
Carlson Capital Management's revenue is $15.9 Million
What is Carlson Capital Management's SIC code?
Carlson Capital Management's SIC: 62,628
What is Carlson Capital Management's NAICS code?
Carlson Capital Management's NAICS: 52,523
How many employees does Carlson Capital Management have?
Carlson Capital Management has 51-200 employees
What industry does Carlson Capital Management belong to?
Carlson Capital Management is in the industry of: Finance, Securities Trading
What is Carlson Capital Management competition?
Carlson Capital Management top competitors include: Annex Wealth Management, Girard, SignatureFD, Klingenstein, Fields
What companies has Carlson Capital Management acquired?
Carlson Capital Management has acquired the companies: BSW Wealth Partners, Ljpr, Family Asset Management, Mercer Capital Management
What technology does Carlson Capital Management use?
Some of the popular technologies that Carlson Capital Management uses are: ClickCease, DocuSign, WordPress.org, reCAPTCHA
How do I contact Carlson Capital Management?
Carlson Capital Management contact info: Phone number: (507) 645-8887 Website: www.carlsoncap.com
What does Carlson Capital Management do?

Integrated Wealth Advisors Carlson Capital Management is a fiduciary advisor and integrated wealth management firm, offering a broad range of financial services such as investment management, retirement planning, tax services, and estate planning. With over 35 years of experience, they cater to individuals, families, businesses, and institutions, p... roviding personalized and comprehensive financial planning. Their approach emphasizes a customized strategy, ensuring that clients' various financial needs are met through a single, integrated plan. The firm is committed to establishing long-term relationships with clients, making them a trusted partner through different stages of life.Read More

What are Carlson Capital Management social media links?
Carlson Capital Management Linkedin page Carlson Capital Management Twitter page Carlson Capital Management Facebook page
Is Carlson Capital Management a public company?
Carlson Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Carlson Capital Management

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