Carlson & Company Financial Services LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Carlson & Company Financial Services LLC
CRD #295907
SEC #801-113595
CIK #
AUM $146.3 MM (100% Disc, 100% US)
Employees16 (38% Investors, 0% Brokers)
Phone844-227-5766
Address1201 Sw Oakley Avenue
Topeka, KS 66604
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
15012090603002011201420172020
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
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com