Carlson & Company Financial Services LLC


Assets, Funds, Holdings

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Carlson & Company Financial Services LLC
CRD #295907
SEC #801-113595
AUM $146.3 MM (100% Disc, 100% US)
Employees16 (38% Investors, 0% Brokers)
Address1201 Sw Oakley Avenue
Topeka, KS 66604
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Henderson Hutcherson & McCullough Capital Advisors LLC
TN 0.1
Andover Equity Associates Corp
MA 0.1
Lifetime Wealth Private Client Experience Inc
CO 0.1
The Westchester Group LLC
OH 0.1
Bouvel Investment Partners LLC
PA 0.1
Chipco Asset Management LLC
NY 0.1
Pacific Capital Associates Inc
CA 0.1
Sage Financial Advisors Inc
NV 0.1
Evans Investment Advisors LLC
LA 0.1
Fortress Wealth Management Inc
CA 0.1
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