The CARLSON FINANCIAL OREGON is a privately held investment adviser that advises $317.95mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CARLSON FINANCIAL OREGON is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 1 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 266 NORTHWEST 1ST AVE, CANBY, OREGON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 4 investment and 4 non-investment staff. The total number of Employees remained the same over the last few years.
Their $317.95mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 13 other accounts. Assets of Individuals clients own $156.1mn or 49.1% of Total Assets and High Net Worth Individuals own $143.63mn or 45.17% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
CARLSON FINANCIAL OREGON names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.