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 $65,117,041 in 89 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management65MILLION
Total Number of Accounts89ACCOUNTS
Average Account Value$731,652
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
DC, IN, MD, TX, VA, WA
Kirsten Tollefson (CRD# 2038905) is an Investment Advisor Representative working at Tollefson And Company Investment Management LLC in Washington, DC and has over 27 years of experience in the finance industry.