Carlson Financial Management

Carlson Financial Management (CRD# 125258) is a financial advisory firm headquartered in Emeryville, CA. They manage $37,774,388 in 119 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $317,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Carlson Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Nikhil Bhardwaj
CRD#: 5920623
1398 55th St., Emeryville, CA 94608
93
Wealthminder
score

Nikhil Bhardwaj (CRD# 5920623) is an Investment Advisor Representative working at Carlson Financial Management in Emeryville, CA and has over 5 years of experience in the finance industry.

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