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Carlson D L Investment Group Inc

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $492.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 688
      Accounts
    • $715.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Joseph Michael Drinon
June 2014
Richard Carl Habermann
May 2015
Kyle Ian Fellers
March 2016
Douglas Jay Robbins
March 2000
Jennifer Anne Johnsrud
January 2017

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    James Roger Mullins Chief Compliance Officers/Director September, 2004 25% to 50%
    Rosamond Chenowith Carlson Treasurer March, 2006 10% to 25%
    David Littlefield Carlson President/Director April, 1989 10% to 25%
    Jennifer Carlson Mullins Owner December, 2004 10% to 25%
    Jennifer Anne Johnsrud Portfolio Manager February, 2017 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets