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Carlson Capital Management

EST. AUM
$3,808,650,292

CONTACTS
9

CLIENT ACCOUNTS
8,551

Firm Details

Metro area Minneapolis
CRD Number 281544
Website sequoia-financial.com
Client types

Overview

Acquired by Sequoia Financial Group in Jan 2025. Carlson Capital Management is a member of the Zero Alpha Group (ZAG). Founded in 1995, ZAG is an international network of independent investment advisory firms that manage more than $20 billion in assets. Members of the group are committed to providing objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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