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Building 2TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC

Map pin
Phone202-841-2867
NotebookSEC #801-121016
Total AUM
$113.7M
Employees
3
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
202-841-2867
Other Offices
2

ReceiptFinancials

Total AUM
$113.7M
Accounts
76
Discretionary
$113.7M
Accounts
76
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
22
AUM
$109.7M
Charitable Organization Clients
2
AUM
$1.4M
Corporation or Business Clients
5
AUM
$2.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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