DL CARLSON INVESTMENT GROUP INC.
Doing business as CARLSON INVESTMENTS. SEC Form ADV profile.
Total regulatory AUM
$735,526,470
Discretionary
$735,526,470
Non-discretionary
$0
Firm details
- CRD number
- 105729
- SEC file number
- 801-34606
- Main office
- CONCORD, NH, United States
- Employees
- 14
- SEC status
- Approved
- Website
- HTTP://WWW.CARLSONINVEST.COM
- Fee structure
-
Percentage of AUM
As of October 2026.