Insights

Experienced Portfolio Team Carlson Investments boasts a portfolio management team with over 100 years of combined experience. Highlighting this expertise can attract clients looking for seasoned professionals to manage their investments.

Independently Owned Firm As an independently owned firm, Carlson Investments can leverage its autonomy to provide personalized and tailored investment solutions that differentiate it from larger, corporate-owned competitors.

Tech-Savvy Infrastructure Carlson Investments employs a robust tech stack including jsDelivr, WordPress, and Cloudflare Bot Management. Emphasizing its tech-savvy approach can appeal to clients seeking innovative and secure investment platforms.

Strategic Location in New Hampshire Located in Concord, New Hampshire, Carlson Investments operates from a strategic location that offers proximity to key financial hubs while maintaining a distinctive regional presence. This geographical advantage can be highlighted to attract local clients seeking personalized service.

Focused on Client Service With professionals specializing in client service, account administration, research, and trading, Carlson Investments underscores its commitment to providing comprehensive support to clients. Emphasizing this focus on client service can help build trust and attract new business opportunities.

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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.