1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TOLLEFSON GUSTINI & CO. INVESTMENT MANAGEMENT LLC

Map pinWASHINGTON, DC
Phone202-363-6128;202-363-6131
NotebookSEC #801-62231
Total AUM
$48.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5335 WISCONSIN AVENUE, NW
SUITE 440
WASHINGTON
DC 20015
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
202-363-6128;202-363-6131

ReceiptFinancials

Total AUM
$48.9M
Accounts
106
Discretionary
$48.9M
Accounts
106
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDTXVAWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account