CARLSON, WILLIAM NORMAN
Legal name: CARLSON FINANCIAL ADVISORS
CRD #121264 SEC #801-66327 BELMONT, CA 650-508-2020
SEC Registered
Total AUM
$27.8M
Discretionary
$27.8M
Employees
1
Clients
51
Accounts
252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $27.8M | $27.8M | $0 | 1 | 104 |
| Mar 2012 | $27.8M | $27.8M | $0 | 1 | 104 |
| Feb 2012 | $27.8M | $27.8M | $0 | 1 | 104 |
| Jul 2011 | $30.7M | $30.7M | $0 | 5 | -- |
| May 2011 | $30.7M | $30.7M | $0 | 5 | -- |
| Mar 2010 | $28.7M | $28.7M | $0 | 5 | -- |
| Feb 2008 | $31.4M | $31.4M | $0 | 5 | -- |
| Jan 2008 | $28.6M | $0 | $28.6M | 5 | -- |
| Mar 2007 | $28.6M | $0 | $28.6M | 5 | -- |
| Mar 2006 | $29.7M | $0 | $29.7M | 5 | -- |
| Feb 2006 | $29.7M | $0 | $29.7M | 5 | -- |
DateApr 2012
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees1
Clients104
DateMar 2012
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees1
Clients104
DateFeb 2012
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees1
Clients104
DateJul 2011
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$28.6M
Discretionary$0
Non-Disc.$28.6M
Employees5
Clients--
DateMar 2007
Total AUM$28.6M
Discretionary$0
Non-Disc.$28.6M
Employees5
Clients--
DateMar 2006
Total AUM$29.7M
Discretionary$0
Non-Disc.$29.7M
Employees5
Clients--
DateFeb 2006
Total AUM$29.7M
Discretionary$0
Non-Disc.$29.7M
Employees5
Clients--