Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota-based investment advisory firm with $3.8 billion in client assets as of Dec. 31, 2024, today announced they have reached an ...

CCM has 80 team members, including 30 wealth advisors. Upon completion of the acquisition, co-founders Gregory Carlson and Jeffrey Carlson will become senior strategic advisors, and CEO Justin ...

One of the Capital Region’s longest-running industrial giants is celebrating hundreds of millions of dollars in funding for clean energy. On Thursday, General Electric showed off how the influx will ...

The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.