Tollefson And Company Investment Management LLC
Tollefson And Company Investment Management LLC (CRD# 153092) is a financial advisory firm headquartered in Washington, DC. They manage $82,191,304 in 84 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management82MILLION
Total Number of Accounts84ACCOUNTS
Average Account Value$978,468
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, DC, IN, MD, TX, VA, WA
Kirsten Tollefson (CRD# 2038905) is an Investment Advisor Representative working at Tollefson And Company Investment Management LLC in Austin, TX and has over 28 years of experience in the finance industry.