← Back to searchVisit website
CARLSON INVESTMENTS
DL CARLSON INVESTMENT GROUP INC.
CRD 105729 · SEC 801-34606
TWO CAPITAL PLAZA, SUITE 404, CONCORD, NH, 03301, United States
Phone
603-224-5977
Fax
603-226-2156
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$735.5M
Discretionary AUM
$735.5M
Team
14 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 243 | $121.4M |
| High net worth individuals | 107 | $417.3M |
| Pension/profit sharing plans | 4 | $189.8M |
| Charitable organizations | 4 | $6.6M |
| Corporations/business entities | 2 | $405K |
States served
ME, MD, MA, MT, NY, NC, PA, SC, VA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD