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Building 2TOLSMA INVESTMENTS, LLC

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Phone(425) 458-3999
NotebookSEC #801-119037
Total AUM
$552.7M
Employees
1
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(425) 458-3999

ReceiptFinancials

Total AUM
$552.7M
Accounts
1,186
Discretionary
$26.9M
Accounts
118
Non-Discretionary
$525.9M
Accounts
1,068

ContactClients

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Individual Clients
95
AUM
$3.8M
HNW Individual Clients
120
AUM
$548.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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