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Company: Carlson Capital Management, LLC |
Registration No: CFX10052 |
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Address: 11 Bridge Square, Northfield, MN, 55057, United States |
View Certificate |
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Web Site: http://www.carlsoncap.com |
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Registration Type: Investment Advisor Certification |
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Program: Investment advisory services for affluent individuals, personal trusts, charitable remainder trusts, non-profit/charitable gift funds, ERISA DB and DC plans in a 3(21) or 3(38) role, endowments, foundations and corporate-owned investment accounts |
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Current Registration Date: 11/26/2023 |
Initial Registration Date: 11/26/2007 |
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Independent Assessment Reports. Click to download and save to your fiduciary file. |
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Registered Sites:
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CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
866-390-5080