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) 645-8887Website
www.carlsoncap.comRevenue
$15.9 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
2
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2
1
2
2
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 Org Chart
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Activity Insights
Carlson Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Carlson Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carlson Capital Management.
Carlson Capital Management financials insights
Gather financial insights about Carlson Capital Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Carlson Capital Management Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Carlson Capital Management is planning to move offices in June 2026. The move will impact employees at the existing office located at 1700 W 82nd St, Bloomington, Bloomington, MN.
Facilities Relocation/Expansion
Left Company
Executive Move
Adam Hoffmann, Chief Investment Officer, has left the organization and now serves as Vice President, Portfolio Manager at Sequoia Financial Group LLC.
Executive Moves, Left Company
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Hiring Plans
Carlson Capital Management has more open roles in Tax than it has had at any time in the past 12 months.
Promotion
Executive Move
Top Finance Companies
Top companies in Canada by revenue
Frequently Asked Questions Regarding Carlson Capital Management
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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... Read More
