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DL Carlson Investment Group Inc.

● SEC registered since 1989CRD 105729SEC# 801-34606Concord, NH
Export (members)
Reg. AUM
$694.6M
Employees
12
Accounts
901
Location
Concord, NH

DL Carlson Investment Group Inc. assets under management

DL Carlson Investment Group Inc. is an investment advisory firm registered with the SEC based in Concord, NH. The firm has been registered since 1989. It reports $694.6 million in regulatory assets under management and employs 12 people.
www.carlsoninvest.comView on SEC.gov ↗

DL Carlson Investment Group Inc. owners & executives

3 reported
NameTitleOwnershipSince
David Littlefield Carlson ControlChairman25-50%1989
James Roger Mullins ControlPresident/Cco50-75%2004
Rosamond Chenowith Carlson ControlShareholder10-25%2006

Frequently asked questions

How much does DL Carlson Investment Group Inc. manage?

DL Carlson Investment Group Inc. reports $694.6 million in regulatory assets under management on its Form ADV.

How many employees does DL Carlson Investment Group Inc. have?

DL Carlson Investment Group Inc. reports 12 employees.

Where is DL Carlson Investment Group Inc. located?

DL Carlson Investment Group Inc. is based in Concord, NH and has been SEC-registered since 1989.

Does DL Carlson Investment Group Inc. disclose fund performance?

DL Carlson Investment Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressTwo Capital Plaza, Suite 404, Concord, NH 03301
Phone603-224-5977
Fax603-226-2156
Office hours8:00 - 5:00
SEC regionBoston Regional Office (BRO)
CIK1021117
Discloses disciplinary historyNo

Assets under management

Discretionary$690.8M
Non-discretionary$3.8M
Total (RAUM)$694.6M