Carlson Capital Management Revenue and Competitors
Estimated Revenue & Valuation
- Carlson Capital Management's estimated annual revenue is currently $13.8M per year.
- Carlson Capital Management's estimated revenue per employee is $189,000
Employee Data
- Carlson Capital Management has 73 Employees.
- Carlson Capital Management grew their employee count by -6% last year.
Carlson Capital Management's People
Name | Title | Email/Phone |
---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Chief Wealth Advisor | Reveal Email/Phone |
3 | CEO and President | Reveal Email/Phone |
4 | Chief Investment Officer | Reveal Email/Phone |
5 | Chief Marketing & Communications Officer and Management Team Member | Reveal Email/Phone |
6 | Director Tax & Trust Services | Reveal Email/Phone |
7 | Director Tax Services | Reveal Email/Phone |
8 | Director Financial Planning, Senior Integrated Wealth Advisor | Reveal Email/Phone |
9 | Director Operations and Client Service | Reveal Email/Phone |
10 | Director Estate Planning | Reveal Email/Phone |
Carlson Capital Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $113.7M | 433 | 3% | N/A | N/A |
#2 | $58.7M | 260 | -8% | N/A | N/A |
#3 | $8.1M | 48 | 41% | N/A | N/A |
#4 | $6.9M | 41 | 3% | N/A | N/A |
#5 | $5.4M | 32 | -14% | N/A | N/A |
#6 | $0.6M | 6 | -86% | N/A | N/A |
#7 | $55.9M | 242 | 6% | N/A | N/A |
#8 | $11.7M | 62 | 5% | N/A | N/A |
#9 | $17.9M | 85 | -6% | N/A | N/A |
#10 | $7.1M | 42 | 17% | N/A | N/A |
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/AN/A
Total Funding
73
Number of Employees
$13.8M
Revenue (est)
-6%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Carlson Capital Management News
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Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $14.7M | 74 | 4% | N/A |
#2 | $16.7M | 83 | -2% | N/A |
#3 | $21.8M | 87 | 0% | N/A |
#4 | $7.5M | 87 | -4% | N/A |
#5 | $27.8M | 103 | 1% | N/A |