Company Overview
- Headquarters
- 11 Bridge Square, Northfield MN
- Website
- carlsoncap.com
- Phone
- (507) 645-****
- Employees
- 88
- Founded in
- 1987
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities54 - Professional, Scientific, and Technical Services541 - Professional, Scientific, and Technical Services5416 - Management, Scientific, and Technical Consulting Services54161 - Management Consulting Services541611 - Administrative Management and General Management Consulting Services
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities87 - Engineering, Accounting, Research, Management, and Related Services874 - Management and Public Relations Services
Financials & Stats
Revenue
$17B
Total Funding Amount
$350,000M
Who is Carlson Capital Management
Carlson Capital Management (CCM) is a wealth management firm based in Northfield, Minnesota. Founded in 1987, the firm employs 88 people and generates an annual revenue of $16.5 million. CCM provides comprehensive wealth management services, including investment, estate, retirement, risk management, and philanthropic planning. Their approach emphasizes integration, combining these disciplines to provide clients with a holistic view of their financial well-being. CCM distinguishes itself by offering a collaborative team approach, ensuring clients receive integrated advice and a personalized experience. The firm prides itself on delivering exceptional service and prioritizing client care. Clients can learn more about Carlson Capital Management and their services by visiting their website at carlsoncap.com.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 17M | 2 | Greenwich, CT | 1999 | |
| 17M | 102 | Chicago, IL | 2010 | |
| 17M | 40 | Omaha, NE | 2006 | |
| 17M | 42 | Reading, PA | 1973 | |
| 17M | 4 | Lynchburg, VA | 2016 |