Active
CARLSON INVESTMENTS
Investment Advice|CONCORD, NH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$694.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 690.8M |
| Non-Discretionary | 3.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 105729 |
| SEC Number | 801-34606 |
| Street Address | TWO CAPITAL PLAZA |
| Street Address 2 | SUITE 404 |
| Location | CONCORD, NH 03301 |
| Country | United States |
| Phone | 603-224-5977 |
| Fax | 603-226-2156 |
| Total Employees | 12 |
Client Count by Type (369 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 241 |
| High Net Worth Individual… | 115 |
| Pension/Profit Sharing Pl… | 5 |
| Charitable Organizations | 5 |
| Corporations/Businesses | 2 |
| Other | 1 |
Community Partners
CITY OF CONCORD
COUNTY OF MERRIMACK
TOWN GOVERNMENT
TOWN OF ALLENSTOWN
TOWN OF ANDOVER
TOWN OF BOSCAWEN
TOWN OF BOW
TOWN OF BRADFORD
TOWN OF CANTERBURY
TOWN OF CHICHESTER
TOWN OF DANBURY
TOWN OF DUNBARTON
TOWN OF EPSOM
TOWN OF HILL
TOWN OF HOOKSETT
TOWN OF HOPKINTON
TOWN OF LOUDON
TOWN OF NEWBURY
TOWN OF NEW LONDON
TOWN OF NORTHFIELD
CITY OF CONCORD
COUNTY OF MERRIMACK
TOWN GOVERNMENT
TOWN OF ALLENSTOWN
TOWN OF ANDOVER
TOWN OF BOSCAWEN
TOWN OF BOW
TOWN OF BRADFORD
TOWN OF CANTERBURY
TOWN OF CHICHESTER
TOWN OF DANBURY
TOWN OF DUNBARTON
TOWN OF EPSOM
TOWN OF HILL
TOWN OF HOOKSETT
TOWN OF HOPKINTON
TOWN OF LOUDON
TOWN OF NEWBURY
TOWN OF NEW LONDON
TOWN OF NORTHFIELD
CITY OF CONCORD
COUNTY OF MERRIMACK
TOWN GOVERNMENT
TOWN OF ALLENSTOWN
TOWN OF ANDOVER
TOWN OF BOSCAWEN
TOWN OF BOW
TOWN OF BRADFORD
TOWN OF CANTERBURY
TOWN OF CHICHESTER
TOWN OF DANBURY
TOWN OF DUNBARTON
TOWN OF EPSOM
TOWN OF HILL
TOWN OF HOOKSETT
TOWN OF HOPKINTON
TOWN OF LOUDON
TOWN OF NEWBURY
TOWN OF NEW LONDON
TOWN OF NORTHFIELD
Municipal Government
25 Active
25
Organizations
ANDOVER FIRE DISTRICT
ANDOVER VILLAGE DISTRICT
B C E P SOLID WASTE DISTRICT
CAPITAL AREA MUTUAL AID FIRE COMPACT
CENTRAL HOOKSETT WATER PRECINCT
CENTRAL NEW HAMPSHIRE REGIONAL PLANNING COMMISSION
CONCORD HOUSING AUTHORITY
CONTOOCOOK VILLAGE PRECINCT
EAST ANDOVER FIRE PRECINCT
EPSOM VILLAGE DISTRICT
HARDY ROAD VILLAGE DISTRICT
HIGHLANDS VILLAGE DISTRICT
HOOKSETT VILLAGE WATER PRECINCT
HOPKINTON VILLAGE PRECINCT
LAKE TODD VILLAGE DISTRICT
MERRIMACK COUNTY CONSERVATION DISTRICT
MIDWESTERN NH REGIONAL HAZARDOUS MATERIAL RESPONSE TEAM
NEW LONDON SPRINGFIELD WATER SYSTEM PRECINCT
NORTHFIELD SEWER DISTRICT
PENACOOK BOSCAWEN WATER PREC
ANDOVER FIRE DISTRICT
ANDOVER VILLAGE DISTRICT
B C E P SOLID WASTE DISTRICT
CAPITAL AREA MUTUAL AID FIRE COMPACT
CENTRAL HOOKSETT WATER PRECINCT
CENTRAL NEW HAMPSHIRE REGIONAL PLANNING COMMISSION
CONCORD HOUSING AUTHORITY
CONTOOCOOK VILLAGE PRECINCT
EAST ANDOVER FIRE PRECINCT
EPSOM VILLAGE DISTRICT
HARDY ROAD VILLAGE DISTRICT
HIGHLANDS VILLAGE DISTRICT
HOOKSETT VILLAGE WATER PRECINCT
HOPKINTON VILLAGE PRECINCT
LAKE TODD VILLAGE DISTRICT
MERRIMACK COUNTY CONSERVATION DISTRICT
MIDWESTERN NH REGIONAL HAZARDOUS MATERIAL RESPONSE TEAM
NEW LONDON SPRINGFIELD WATER SYSTEM PRECINCT
NORTHFIELD SEWER DISTRICT
PENACOOK BOSCAWEN WATER PREC
ANDOVER FIRE DISTRICT
ANDOVER VILLAGE DISTRICT
B C E P SOLID WASTE DISTRICT
CAPITAL AREA MUTUAL AID FIRE COMPACT
CENTRAL HOOKSETT WATER PRECINCT
CENTRAL NEW HAMPSHIRE REGIONAL PLANNING COMMISSION
CONCORD HOUSING AUTHORITY
CONTOOCOOK VILLAGE PRECINCT
EAST ANDOVER FIRE PRECINCT
EPSOM VILLAGE DISTRICT
HARDY ROAD VILLAGE DISTRICT
HIGHLANDS VILLAGE DISTRICT
HOOKSETT VILLAGE WATER PRECINCT
HOPKINTON VILLAGE PRECINCT
LAKE TODD VILLAGE DISTRICT
MERRIMACK COUNTY CONSERVATION DISTRICT
MIDWESTERN NH REGIONAL HAZARDOUS MATERIAL RESPONSE TEAM
NEW LONDON SPRINGFIELD WATER SYSTEM PRECINCT
NORTHFIELD SEWER DISTRICT
PENACOOK BOSCAWEN WATER PREC
Special District
24 Active
24
Organizations
ALLENSTOWN SCHOOL DISTRICT
ANDOVER SCHOOL DISTRICT
ANDOVER TOWN SCH DIST
BOW TOWN SCHOOL DIST
CHICHESTER TOWN SCH DIST
CONCORD CITY SCH DIST
CONCORD SCHOOL DISTRICT
CSI CHARTER SCHOOL
DUNBARTON SCH DIST
EPSOM SCHOOL DISTRICT
EPSOM TOWN SCH DIST
HENNIKER TOWN SCH DIST
HILL SCHOOL DISTRICT
HOOKSETT SCH DIST
HOPKINTON SCH DIST
JOHN STARK REG SCHOOL DISTRICT
KEARSARGE REGIONAL SCHOOL DIST
MERRIMACK VALLEY SCHOOL DISTRICT
PEMBROKE SCHOOL DISTRICT
PITTSFIELD SCHOOL DISTRICT
ALLENSTOWN SCHOOL DISTRICT
ANDOVER SCHOOL DISTRICT
ANDOVER TOWN SCH DIST
BOW TOWN SCHOOL DIST
CHICHESTER TOWN SCH DIST
CONCORD CITY SCH DIST
CONCORD SCHOOL DISTRICT
CSI CHARTER SCHOOL
DUNBARTON SCH DIST
EPSOM SCHOOL DISTRICT
EPSOM TOWN SCH DIST
HENNIKER TOWN SCH DIST
HILL SCHOOL DISTRICT
HOOKSETT SCH DIST
HOPKINTON SCH DIST
JOHN STARK REG SCHOOL DISTRICT
KEARSARGE REGIONAL SCHOOL DIST
MERRIMACK VALLEY SCHOOL DISTRICT
PEMBROKE SCHOOL DISTRICT
PITTSFIELD SCHOOL DISTRICT
ALLENSTOWN SCHOOL DISTRICT
ANDOVER SCHOOL DISTRICT
ANDOVER TOWN SCH DIST
BOW TOWN SCHOOL DIST
CHICHESTER TOWN SCH DIST
CONCORD CITY SCH DIST
CONCORD SCHOOL DISTRICT
CSI CHARTER SCHOOL
DUNBARTON SCH DIST
EPSOM SCHOOL DISTRICT
EPSOM TOWN SCH DIST
HENNIKER TOWN SCH DIST
HILL SCHOOL DISTRICT
HOOKSETT SCH DIST
HOPKINTON SCH DIST
JOHN STARK REG SCHOOL DISTRICT
KEARSARGE REGIONAL SCHOOL DIST
MERRIMACK VALLEY SCHOOL DISTRICT
PEMBROKE SCHOOL DISTRICT
PITTSFIELD SCHOOL DISTRICT
School District
22 Active
22
Organizations
101 Main Street Inc
148 HOOKSETT
151 INSURANCE WOMEN OF CENTRAL NH
1883 BLACK ICE HOCKEY ASSOCIATION
200 BASIL W WOODS CHAPTER OF TROUT UNLIMITED
20th Skeet & Clays Inc
30005 NORTHWOOD CHAPTER
3 MERRIMACK CO
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 LEAF LACROSSE NEW ENGLAND
603 FORWARD
603 LEGAL AID INC
AASHA FOR NEPAL
ABBOT-DOWNING HISTORICAL SOCIETY INC
Abbot-Downing School PTO
101 Main Street Inc
148 HOOKSETT
151 INSURANCE WOMEN OF CENTRAL NH
1883 BLACK ICE HOCKEY ASSOCIATION
200 BASIL W WOODS CHAPTER OF TROUT UNLIMITED
20th Skeet & Clays Inc
30005 NORTHWOOD CHAPTER
3 MERRIMACK CO
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 LEAF LACROSSE NEW ENGLAND
603 FORWARD
603 LEGAL AID INC
AASHA FOR NEPAL
ABBOT-DOWNING HISTORICAL SOCIETY INC
Abbot-Downing School PTO
101 Main Street Inc
148 HOOKSETT
151 INSURANCE WOMEN OF CENTRAL NH
1883 BLACK ICE HOCKEY ASSOCIATION
200 BASIL W WOODS CHAPTER OF TROUT UNLIMITED
20th Skeet & Clays Inc
30005 NORTHWOOD CHAPTER
3 MERRIMACK CO
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 LEAF LACROSSE NEW ENGLAND
603 FORWARD
603 LEGAL AID INC
AASHA FOR NEPAL
ABBOT-DOWNING HISTORICAL SOCIETY INC
Abbot-Downing School PTO
Nonprofit Organization
1416 Active
1416
Organizations
Community Partners121 organizations
COUNTY OF MERRIMACK
Municipal Government·BOSCAWEN
TOWN GOVERNMENT
Municipal Government·WARNER
TOWN OF ALLENSTOWN
Municipal Government·ALLENSTOWN
TOWN OF BOW
Municipal Government·BOW
TOWN OF BRADFORD
Municipal Government·BRADFORD
TOWN OF CANTERBURY
Municipal Government·CANTERBURY
TOWN OF DUNBARTON
Municipal Government·DUNBARTON
TOWN OF NEW LONDON
Municipal Government·NEW LONDON
TOWN OF SALISBURY
Municipal Government·SALISBURY
ANDOVER FIRE DISTRICT
Special District·ANDOVER
ANDOVER VILLAGE DISTRICT
Special District·ANDOVER
B C E P SOLID WASTE DISTRICT
Special District·PITTSFIELD
CAPITAL AREA MUTUAL AID FIRE COMPACT
Special District·CONCORD
CENTRAL NEW HAMPSHIRE REGIONAL PLANNING COMMISSION
Special District·CONCORD
CONCORD HOUSING AUTHORITY
Special District·CONCORD
EAST ANDOVER FIRE PRECINCT
Special District·ANDOVER
EPSOM VILLAGE DISTRICT
Special District·EPSOM
HARDY ROAD VILLAGE DISTRICT
Special District·LOUDON
HIGHLANDS VILLAGE DISTRICT
Special District·NORTHFIELD
HOOKSETT VILLAGE WATER PRECINCT
Special District·HOOKSETT
HOPKINTON VILLAGE PRECINCT
Special District·HOPKINTON
MIDWESTERN NH REGIONAL HAZARDOUS MATERIAL RESPONSE TEAM
Special District·NEWBURY
NORTHFIELD SEWER DISTRICT
Special District·NORTHFIELD
PENACOOK BOSCAWEN WATER PREC
Special District·BOSCAWEN
PENACOOK BOSCAWEN WATER PRECINCT
Special District·BOSCAWEN
TOWN OF EPSOM NH FIRE DEP
Special District·EPSOM
TOWN OF HOOKSETT CENTRAL WATER PRECINCT
Special District·HOOKSETT
WARNER VILLAGE WATER DISTRICT
Special District·WARNER
ALLENSTOWN SCHOOL DISTRICT
School District·ALLENSTOWN
ANDOVER SCHOOL DISTRICT
School District·ANDOVER
CHICHESTER TOWN SCH DIST
School District·PEMBROKE
CONCORD SCHOOL DISTRICT
School District·CONCORD
CSI CHARTER SCHOOL
School District·PENACOOK
EPSOM SCHOOL DISTRICT
School District·EPSOM
HENNIKER TOWN SCH DIST
School District·HENNIKER
PITTSFIELD SCHOOL DISTRICT
School District·PITTSFIELD
SYNERGY ACADEMY CHARTERED PUBLIC SCHOOL INC
School District·CONCORD
101 Main Street Inc
Nonprofit Organization·Concord
148 HOOKSETT
Nonprofit Organization·Concord
151 INSURANCE WOMEN OF CENTRAL NH
Nonprofit Organization·Concord
1883 BLACK ICE HOCKEY ASSOCIATION
Nonprofit Organization·CONCORD
200 BASIL W WOODS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·CONCORD
20th Skeet & Clays Inc
Nonprofit Organization·Hooksett
30005 NORTHWOOD CHAPTER
Nonprofit Organization·Concord
3 MERRIMACK CO
Nonprofit Organization·Penacook
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boscawen
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boscawen
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boscawen
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Northfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boscawen
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boscawen
4 LEAF LACROSSE NEW ENGLAND
Nonprofit Organization·HOOKSETT
603 FORWARD
Nonprofit Organization·Concord
603 LEGAL AID INC
Nonprofit Organization·CONCORD
AASHA FOR NEPAL
Nonprofit Organization·Concord
ABBOT-DOWNING HISTORICAL SOCIETY INC
Nonprofit Organization·CONCORD
Abbot-Downing School PTO
Nonprofit Organization·Concord
ABNER F MORISON TRUST FUND
Nonprofit Organization·CONCORD
ABSOLUTE MANUFACTURING LLC
Nonprofit Organization·HOOKSETT
Academy of Applied Science Inc
Nonprofit Organization·Concord
ACHE of Northern New England
Nonprofit Organization·Concord
A C KANE COLLEGE FUND TR UI DTD 21120
Nonprofit Organization·CONCORD
ACTIVE MILITARY AND VETERANS ARE FREE
Nonprofit Organization·Concord
ADIRONDACK WOMEN IN HISTORY INC
Nonprofit Organization·Bow
ADOPTIVE FAMILIES FOR CHILDREN FOUNDATION INC
Nonprofit Organization·Concord
ADVOCATES BUILDING LASTING EQUALITY IN NEW HAMPSHIRE
Nonprofit Organization·Concord
A & E RACING CORPORATION
Nonprofit Organization·HOOKSETT
Aesthetic Medical Providers of
Nonprofit Organization·Concord
AFT-NH
Nonprofit Organization·BOW
AGAINST CRUELTY
Nonprofit Organization·PENACOOK
AIMEE KEENE ARTISAN CENTER
Nonprofit Organization·Penacook
AIR FORCE ASSOCIATION
Nonprofit Organization·Hooksett
AL-ANON ALATEEN FAMILY GROUPS NEW HAMPSHIRE INC
Nonprofit Organization·Concord
ALEC J WHITE MEMORIAL SCHOLARSHIP FUND
Nonprofit Organization·Loudon
ALEX HEART
Nonprofit Organization·Concord
ALGONQUIN INDOOR TENNIS CENTER INC
Nonprofit Organization·HOOKSETT
ALICE J REEN CHARITABLE TRUST
Nonprofit Organization·CONCORD
A LIGHT FOR ZIMBABWE
Nonprofit Organization·Concord
ALLENSTOWN AND PEMBROKE INTERFAITH FOOD PANTRY
Nonprofit Organization·Pembroke
ALLIANCE ASSET MANAGEMENT INC
Nonprofit Organization·CONCORD
ALL STAR II FAMILY CONFERENCE
Nonprofit Organization·Contoocook
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Bow
AMERICAN ASSOCIATION OF DIABETES EDUCATORS
Nonprofit Organization·Concord
AMERICAN CENTER AND GLOBAL PLATFORM FOR PEACE ADVOCACY
Nonprofit Organization·Concord
AMERICAN CIVIL LIBERTIES UNION
Nonprofit Organization·CONCORD
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NEW HAMPSHIRE
Nonprofit Organization·CONCORD
AMERICAN CIVIL LIBERTIES UNION OF NH
Nonprofit Organization·CONCORD