Carlson Capital Management Revenue and Competitors

Northfield, MN USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Carlson Capital Management's estimated annual revenue is currently $13.8M per year.(i)
  • Carlson Capital Management's estimated revenue per employee is $189,000

Employee Data

  • Carlson Capital Management has 73 Employees.(i)
  • Carlson Capital Management grew their employee count by -6% last year.

Carlson Capital Management's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Chief Wealth AdvisorReveal Email/Phone
3
CEO and PresidentReveal Email/Phone
4
Chief Investment OfficerReveal Email/Phone
5
Chief Marketing & Communications Officer and Management Team MemberReveal Email/Phone
6
Director Tax & Trust ServicesReveal Email/Phone
7
Director Tax ServicesReveal Email/Phone
8
Director Financial Planning, Senior Integrated Wealth AdvisorReveal Email/Phone
9
Director Operations and Client ServiceReveal Email/Phone
10
Director Estate PlanningReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$113.7M4333%N/AN/A
#2
$58.7M260-8%N/AN/A
#3
$8.1M4841%N/AN/A
#4
$6.9M413%N/AN/A
#5
$5.4M32-14%N/AN/A
#6
$0.6M6-86%N/AN/A
#7
$55.9M2426%N/AN/A
#8
$11.7M625%N/AN/A
#9
$17.9M85-6%N/AN/A
#10
$7.1M4217%N/AN/A
Add Company

What Is Carlson Capital Management?

Carlson Capital Management is a comprehensive wealth management firm with Minnesota offices in Northfield, Hastings, Bloomington and Rochester. Managing $1 billion in assets and serving a select group of 575 clients throughout the country, CCM brings together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management. CCM is a fee-only firm and serves financially established individuals and families, business owners and non-profit organizations. Our client partnerships endure over the years because what the team at CCM cares about most is making a positive difference in the lives of our clients. We encourage you to learn how CCM can help you achieve your financial and life goals. We look forward to meeting you.

keywords:N/A

N/A

Total Funding

73

Number of Employees

$13.8M

Revenue (est)

-6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Carlson Capital Management News

2022-04-17 - Five Energy Investments To Purchase for Income and ...

Bob Carlson, a pension fund chairman who also heads the Retirement Watch investment newsletter, said his favorite way to invest in oil is...

2022-04-06 - Carlson Capital sells $2 billion collateralized loan obligation ...

Last week, the iconic Dallas hedge fund announced it sold its five CLOs to WhiteStar Asset Management, which focuses on CLOs,...

2022-03-30 - WhiteStar Acquires Carlson Capital's CLO Business

About WhiteStar. WhiteStar Asset Management is the CLO, structured products, and broadly syndicated credit arm of Clearlake Capital Group, L.P....

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$14.7M744%N/A
#2
$16.7M83-2%N/A
#3
$21.8M870%N/A
#4
$7.5M87-4%N/A
#5
$27.8M1031%N/A