DL CARLSON INVESTMENT GROUP INC.

CARLSON INVESTMENTS

CONCORD, New Hampshire·7 registered advisors·CRD# 105729

SEC# 801-346060603-224-5977

01

Firm Overview

AUM

$635M

Regulatory assets under management

Employees

14

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at DL CARLSON INVESTMENT GROUP INC.

7 registered advisors

Amy Elizabeth Carlson

CONCORD, New Hampshire

David Littlefield Carlson

CONCORD, New Hampshire

James Roger Mullins

CONCORD, New Hampshire

Jennifer Anne Johnsrud

CONCORD, New Hampshire

Jennifer Carlson Mullins

CONCORD, New Hampshire

Peter David Carlson

CONCORD, New Hampshire

Rosamond Chenowith Carlson

CONCORD, New Hampshire

05

Office Locations

CONCORD, New Hampshire

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Data sourced from SEC Form ADV filings. DL CARLSON INVESTMENT GROUP INC. (CRD# 105729) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.