CARLSON CAPITAL MANAGEMENT

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served10+1 YoYRank #1144 of mapped providers

Assets under administration$622M0.0%Market share · rank #2640

Fees received$194,550Median $18,867/planSum across Schedule C direct + indirect

Net wins YoY+34 won · 1 lostPlan-level switch detection

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