|
⚲
|
| DL Carlson Investment Group Inc
✚
|
|
|---|---|
| CRD # | 105729 |
| SEC # | 801-34606 |
| CIK # | |
| AUM | $656.6 MM (2023-03-28) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 603-224-5977 |
| Address | Two Capital Plaza Concord, NH 03301 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 72.8 |
| (b) Individuals (high net worth individuals) | 100 | 325.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 252.7 |
| (h) Charitable organizations | 5 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 820 | 656.6 |
| By Discretionary | ||
| Discretionary | 820 | 656.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 820 | 656.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 656.6 | |
| Total | 820 | 656.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Revolve Wealth Partners LLC
✚
|
NJ | 0.7 |
|
Barry Investment Advisors LLC
✚
|
MA | 0.7 |
|
AMI Investment Management Inc
✚
|
IN | 0.7 |
|
Pathway Financial Advisors LLC
✚
|
VT | 0.7 |
|
The Wealth Collaborative Inc
✚
|
CA | 0.7 |
|
Wealthtrust Axiom LLC
✚
|
PA | 0.7 |
|
Whalerock Point Partners LLC
✚
|
RI | 0.7 |
|
Bedell Frazier Investment Counselling LLC
✚
|
CA | 0.7 |
|
Icon Advisers Inc
✚
|
CO | 0.7 |
|
Lanham Odell & Co Inc
✚
|
WV | 0.7 |