TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC
Investment Advice|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$108.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 108.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 153092 |
| SEC Number | 801-121016 |
| Phone | 202-841-2867 |
| Fax | 202-315-3253 |
| Total Employees | 3 |
Client Count by Type (39 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 33 |
| Corporations/Businesses | 5 |
| Charitable Organizations | 1 |
County data not available for this organization.