# CARLSON, WILLIAM NORMAN

CARLSON, WILLIAM NORMAN of BELMONT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 121264
- Type: SEC-registered investment adviser
- SEC file number: 801-66327
- Location: 1766 TERRACE DRIVE, BELMONT, CA, 94002-1575
- Phone: 650-508-2020
- Latest filing: 2012-04-10
- Regulatory AUM: $27.8M
- Discretionary AUM: $27.8M
- Clients: 1
- Accounts: 252

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| CARLSON WILLIAM NORMAN | SOLE PROPRIETOR; SOLE PROPRIETOR/ CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121264/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121264/similar
- Related entities: https://search.stillhousedata.com/firm/121264/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121264

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.