Tolleson Private Wealth Management

Tolleson Private Wealth Management (CRD# 111838) is a financial advisory firm headquartered in Dallas, TX. They manage $7,593,710,211 in 3,857 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,594
    MILLION
  • Total Number of Accounts
    3,857
    ACCOUNTS
  • Average Account Value
    $1,968,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NC, NY, OK, TX

Financial Advisors at Tolleson Private Wealth Management
Showing 1 - 10 of 28 top financial advisors.
1
Eric W. Bennett
CRD#: 2113011
5500 Preston Road, Suite 250, Dallas, TX 75205

Eric Bennett (CRD# 2113011) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 33 years of experience in the finance industry.

2
Carmine J. Camerato Ii
CRD#: 6616611
5500 Preston Road, Suite 250, Dallas, TX 75205

Carmine Camerato Ii (CRD# 6616611) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

3
Joshua J. Coury
CRD#: 6279363
5500 Preston Road, Suite 250, Dallas, TX 75205

Joshua Coury (CRD# 6279363) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

4
Jeffrey K. Dunn
CRD#: 5422624
5500 Preston Road, Suite 250, Dallas, TX 75205

Jeffrey Dunn (CRD# 5422624) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 16 years of experience in the finance industry.

5
Peter M. Eyestone
CRD#: 2456099
5500 Preston Road, Suite 250, Dallas, TX 75205

Peter Eyestone (CRD# 2456099) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 29 years of experience in the finance industry.

6
Marianna G. Fife
CRD#: 6314758
5500 Preston Road, Suite 250, Dallas, TX 75205

Marianna Fife (CRD# 6314758) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

7
Christine M. Finn
CRD#: 6237195
5500 Preston Road, Suite 250, Dallas, TX 75205

Christine Finn (CRD# 6237195) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 9 years of experience in the finance industry.

8
Gregory S. Hall
CRD#: 3135598
5500 Preston Road, Suite 250, Dallas, TX 75205

Gregory Hall (CRD# 3135598) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 25 years of experience in the finance industry.

9
Michael R. Held
CRD#: 4060036
5500 Preston Road, Suite 250, Dallas, TX 75205

Michael Held (CRD# 4060036) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 9 years of experience in the finance industry.

10
James K. Manley
CRD#: 5682521
5500 Preston Road, Suite 250, Dallas, TX 75205

James Manley (CRD# 5682521) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 13 years of experience in the finance industry.

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