Tolleson Private Wealth Management
Tolleson Private Wealth Management (CRD# 111838) is a financial advisory firm headquartered in Dallas, TX. They manage $8,181,879,724 in 3,723 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management8,182MILLION
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Total Number of Accounts3,723ACCOUNTS
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Average Account Value$2,197,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, LA, NY, TX
James Manley (CRD# 5682521) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 11 years of experience in the finance industry.
Shiv Patel (CRD# 7001709) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Shiv Patel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Forrest Pinkerton (CRD# 6704866) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 5 years of experience in the finance industry. Forrest Pinkerton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Courtney Pregler (CRD# 5706672) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 11 years of experience in the finance industry.
Andrew Puryear (CRD# 5250429) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 15 years of experience in the finance industry.
Royce Ramey (CRD# 4751664) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 18 years of experience in the finance industry.
Dorothy Reeder (CRD# 1570799) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 26 years of experience in the finance industry.
Rachael Reese (CRD# 6156927) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Rachael Reese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Austin Reynolds (CRD# 6158637) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.
Timothy Stobaugh (CRD# 2458941) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 26 years of experience in the finance industry.