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Carlson, William Norman (Belmont)


Carlson, William Norman is an adviser based in Belmont. It manages $27.82 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2006.

Carlson, William Norman provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Carlson, William Norman: assets under management

The assets under management (AUM) of Carlson, William Norman is $27.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carlson, William Norman for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Belmont

The principal office where Carlson, William Norman performs its advisory services is located at 1766 Terrace Drive, Belmont, CA 94002 1575, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-508-2020 or by fax 650-508-2022. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.


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