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| Keyboard |
| Carlson Financial Inc
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|---|---|
| CRD # | 335831 |
| SEC # | 801-134078 |
| CIK # | |
| AUM | 318.0 M (2026-04-08) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-266-4848 |
| Address | 266 Northwest 1st Ave Canby, OR 97013 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 752 | 156.1 |
| (b) Individuals (high net worth individuals) | 69 | 143.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 17.5 |
| (h) Charitable organizations | 3 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,884 | 318.0 |
| By Discretionary | ||
| Discretionary | 1,884 | 318.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,884 | 318.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.0 | |
| Total | 1,884 | 318.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Phillip B White Co Inc
✚
|
CA | 318.7 M |
|
Plagens & Taylor Wealth Management LLC
✚
|
TX | 318.3 M |
|
Linda S Lubitz CFP PA
✚
|
FL | 317.8 M |
|
Wealth Pro Advisors Inc
✚
|
FL | 317.5 M |
|
Family Wealth Planning Partners LLC
✚
|
KY | 317.4 M |
|
BCA Private Wealth Inc
✚
|
SC | 317.3 M |
|
Bison Creek Wealth Management LLC
✚
|
317.3 M | |
|
Redwood Wealth Management Group LLC
✚
|
NJ | 317.2 M |
|
Vistamark Investments LLC
✚
|
IL | 317.2 M |
|
Mendel Money Management Inc
✚
|
IL | 317.1 M |