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TOLLESON PRIVATE WEALTH MANAGEMENT
DALLAS, TX
214-252-3250
SEC #801-57641Total AUM
$9.3B
Employees
93Clients
231Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5500 PRESTON ROAD
SUITE 250
DALLAS
TX 75205
United States
SUITE 250
DALLAS
TX 75205
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Monday - Friday
Phone
214-252-3250
Other Offices
1
Financials
Total AUM
$9.3B
Accounts
3,931Discretionary
$9.1B
Accounts
3,855Non-Discretionary
$153.2M
Accounts
76
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
201AUM
$3.5B
Banking Clients
1AUM
$469.1M
Pooled Vehicle Clients
21AUM
$5.1B
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$168.5M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT DUE DILIGENCE AND MONITORING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLLAMNNCNYOKTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.