← Back to searchVisit website
4:8 FINANCIAL
CARLSON FINANCIAL, INC.
CRD 335831 · SEC 801-134078
266 NORTHWEST 1ST AVE, CANBY, OR, 97013, United States
Phone
503-266-4848
Fax
503-266-4840
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$318.0M
Discretionary AUM
$318.0M
Team
8 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 752 | $156.1M |
| High net worth individuals | 69 | $143.6M |
| Pension/profit sharing plans | 6 | $17.5M |
| Charitable organizations | 3 | $257K |
| Corporations/business entities | 4 | $508K |
States served
AZ, CA, ID, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD