Investment adviser · CRD 121264

CARLSON FINANCIAL ADVISORS

Investment adviser filing (IA)

CARLSON, WILLIAM NORMAN

BELMONT, CA, United States · Form ADV filed Apr 10, 2012

Regulatory AUM
$27.8M
Form ADV · Item 5.F
Client accounts
252
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 10, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1766 TERRACE DRIVE
BELMONT, CA, 94002-1575, United States

CRD 121264

Filing source

Form ADV 639339 · Apr 10, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.