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 $95,566,724 in 38 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
P.o. Box 96503, #45773, Washington, DC 20090
http://www.tollefsoncompany.com
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $2,514,914
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
The map below shows states where this firm has explicit registration only.

DC, MD, TX, VA, WA

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

Kirsten Tollefson (CRD# 2038905) is an Investment Advisor Representative working at Tollefson And Company Investment Management LLC in Austin, TX and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals