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Tollefson and Company Investment Management LLC

● SEC registered since 2021CRD 153092SEC# 801-121016
Export (members)
Reg. AUM
$108.9M
Employees
3
Accounts
75
Location
—

Tollefson and Company Investment Management LLC assets under management

Tollefson and Company Investment Management LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $108.9 million in regulatory assets under management and employs 3 people.
www.tollefsoncompany.comView on SEC.gov ↗

Tollefson and Company Investment Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Kirsten Nmn Tollefson ControlChief Executive Officer, Chief Compliance Officer, Chief Portfolio ManagerOver 75%2010

Frequently asked questions

How much does Tollefson and Company Investment Management LLC manage?

Tollefson and Company Investment Management LLC reports $108.9 million in regulatory assets under management on its Form ADV.

How many employees does Tollefson and Company Investment Management LLC have?

Tollefson and Company Investment Management LLC reports 3 employees.

Does Tollefson and Company Investment Management LLC disclose fund performance?

Tollefson and Company Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone202-841-2867
Fax202-315-3253
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.9M
Non-discretionary$0
Total (RAUM)$108.9M