C
$1.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-16-2015
- Office Locations
- 1
Office Locations
23403 E. Mission Avenue Suite 200f Liberty Lake WA
About Carlson Financial Advisory, LLC
Carlson Financial Advisory, LLC is a Liberty Lake-based RIA. The firm has been operating for 10 years. Managing $1.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$159.0K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TODD ALAN CARLSON
Principal, PRINCIPAL OWNER
- CRD
- #6117236
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,589,745 | -- |
| Total | $1,589,745 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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