Insights

Client-focused Investment ServicesCarlson Investments offers client-centered investment management services, emphasizing personalized solutions for both institutions and individuals. Leveraging over 100 years of combined experience, the firm's portfolio management team is adept at addressing diverse client needs and preferences.

Independent and EstablishedAs an independently owned firm operating since 1989, Carlson Investments provides a stable and trusted platform for potential clients. The company's commitment to transparency and adherence to the Investment Advisers Act of 1940 further bolster its reputation as a reputable financial services provider.

Technology-Driven SolutionsWith a tech stack featuring robust tools like Cloudflare, Google Tag Manager, and Apache HTTP Server, Carlson Investments showcases a commitment to leveraging cutting-edge technology. This technological prowess enables the firm to deliver efficient and secure investment solutions to clients, positioning it as a forward-looking financial services provider.

Growth and Revenue PotentialDespite a revenue range of $0 - 10M, Carlson Investments presents opportunities for growth and expansion. Targeting clients seeking tailored investment strategies and reliable financial guidance, the company has the potential to increase its revenue through enhanced market positioning and client acquisition strategies.

Competitive Landscape and Niche TargetingIn a landscape with similar companies like Nova Capital Partners and Active Wealth Management, Carlson Investments can differentiate itself through its extensive experience, comprehensive services, and independent ownership. By focusing on niche markets and tailored financial solutions, the firm can carve out a unique position and attract clients seeking specialized investment expertise.

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Carlson Investments Tech Stack

Carlson Investments uses 8 technology products and services including jsDelivr, WordPress, TweenMax, and more. Explore Carlson Investments's tech stack below.

jsDelivr
Content Delivery Network
WordPress
Content Management System
TweenMax
Javascript Frameworks
All in One SEO
Search Engines
Cloudflare Bot Management
Security
ZURB Foundation
UI Frameworks
HTTP/3
Web & Portal Technology
Nginx
Web Servers

Media & News

Carlson Investments's Email Address Formats

Carlson Investments uses at least 1 format(s):

Carlson Investments Email Formats	Example	Percentage
First@carlsoninvest.com	John@carlsoninvest.com	69%
FirLast@carlsoninvest.com	JohDoe@carlsoninvest.com	12%
Last@carlsoninvest.com	Doe@carlsoninvest.com	13%
FirstLast@carlsoninvest.com	JohnDoe@carlsoninvest.com	6%

Frequently Asked Questions

Where is Carlson Investments's headquarters located?

Carlson Investments's main headquarters is located at 2 Capital Plaza Suite 404 Concord, New Hampshire 03301 US. The company has employees across 2 continents, including North AmericaEurope.

What is Carlson Investments's phone number?

You can contact Carlson Investments's main corporate office by phone at

+1-603-224-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Carlson Investments's official website and social media links?

Carlson Investments's official website is carlsoninvest.com and has social profiles on LinkedIn.

How much revenue does Carlson Investments generate?

As of October 2024, Carlson Investments's annual revenue reached $1.4M.

What is Carlson Investments's SIC code NAICS code?

Carlson Investments's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Carlson Investments have currently?

As of October 2024, Carlson Investments has approximately 17 employees across 2 continents, including North AmericaEurope. Key team members include Chief Financial Officer: R. C.Owner: J. M.Assistant Vice President: R. M.. Explore Carlson Investments's employee directory with LeadIQ.

What industry does Carlson Investments belong to?

Carlson Investments operates in the Financial Services industry.

What technology does Carlson Investments use?

Carlson Investments's tech stack includes jsDelivrWordPressTweenMaxAll in One SEOCloudflare Bot ManagementZURB FoundationHTTP/3Nginx.

What is Carlson Investments's email format?

Carlson Investments's email format typically follows the pattern of . Find more Carlson Investments email formats with LeadIQ.

When was Carlson Investments founded?

Carlson Investments was founded in 1989.

Carlson Investments

Financial ServicesNew Hampshire, United States11-50 Employees

Carlson Investment Group was founded in 1989 to provide investment management services to institutions and individuals. The firm is registered under the Investment Advisers act of 1940 and is independently owned.  Our portfolio management team has over 100 years of combined experience and is supported by a team of professionals who specialize in client service, account administration, research, and trading.