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).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $978,468
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, IN, MD, TX, VA, WA

Financial Advisors at Tollefson And Company Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kirsten N. Tollefson
CRD#: 2038905
Austin, TX
93
Wealthminder
score

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.

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