Carlson Capital Management
Financial Services • 
Northfield, Minnesota, United States • 11-20 Employees
Company overview
| Headquarters | 11 Bridge Square, Northfield, MN 55057, US |
| Phone number | +19522306700 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Financial Advisors, Risk Management, Tax Planning, Financial Advice, Wealth Management, Education Planning, Retirement Planning, Wealth Transfer, Financial Planning, Estate Planning, Investment Management, Family Wealth Planning, Philanthropic Planning, Integrated Wealth Management, Family Meetings, Planning For Business Owners, Stock Option Analysis, Fiduciary Financial Planning, Fiduciary Investment Advice |
| Founded | 1987 |
| Employees | 11-20 |
| Socials |
Key Contacts at Carlson Capital Management
Nicholas Marentic
Director Of Technology
Kevin Koski
Director Of Tax &Trust Services
Carlson Capital Management Email Formats
Carlson Capital Management uses 5 email formats. The most common is {first initial} (e.g., j@carlsoncap.com), used 37.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@carlsoncap.com | 50% |
{first initial}.{last name} | j.doe@carlsoncap.com | 25% |
{last name} | doe@carlsoncap.com | 12.5% |
{first name} | john@carlsoncap.com | 6.2% |
About Carlson Capital Management
Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.
Carlson Capital Management revenue & valuation
| Annual revenue | $25,600,000 |
| Revenue per employee | $1,829,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $81,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Carlson Capital Management has 10 employees across 5 departments.
Departments
Number of employees
Funding Data
Carlson Capital Management has never raised funding before.
Carlson Capital Management Tech Stack
Discover the technologies and tools that power Carlson Capital Management's digital infrastructure, from frameworks to analytics platforms.
Performance
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JavaScript libraries
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CDN
Marketing automation
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Analytics
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