CARLSON INVESTMENTS of CONCORD, NH is an SEC-registered investment adviser (CRD 105729). Regulatory assets under management: $735.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Rosamond Chenowith Carlson | SHAREHOLDER | — |
| David Littlefield Carlson | CHAIRMAN | — |
| James Roger Mullins | PRESIDENT/CCO | — |
| CARLSON AMY ELIZABETH | OWNER | — |
| CARLSON ROSAMOND CHENOWITH | DIRECTOR; OFFICE MGR; SHAREHOLDER (+1 more) | — |
| CARLSON DAVID LITTLEFIELD | CHAIRMAN; PRESIDENT/DIRECTOR | — |
| MULLINS JAMES ROGER | CCO; CCO/DIRECTOR; CHIEF COMPLIANCE OFFICERS/DIRECTOR (+1 more) | — |
| CARLSON PETER DAVID | OWNER; PRESIDENT/DIRECTOR | — |
| MULLINS JENNIFER CARLSON | OWNER; SECRETARY | — |
| JOHNSRUD JENNIFER ANNE | PORTFOLIO MANAGER | — |
| PRESTI BRIAN JOSEPH | OWNER | — |