CARLSON, WILLIAM NORMAN

CARLSON, WILLIAM NORMAN of BELMONT, CA is an SEC-registered investment adviser (CRD 121264). Regulatory assets under management: $27.8M.

Registration

• CRD: 121264
• SEC file number: 801-66327
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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