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Building 2TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC

Map pinWASHINGTON, DC
Phone202-363-6128
NotebookSEC #801-71160
Total AUM
$46.4M
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

ReceiptFinancials

Total AUM
$46.4M
Accounts
146
Discretionary
$46.4M
Accounts
146
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDTXVAWA

HandshakeAffiliates

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

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