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).

By the Numbers
  • Total Assets Under Management
    8,182
    MILLION
  • Total Number of Accounts
    3,723
    ACCOUNTS
  • Average Account Value
    $2,197,658
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
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.

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

Financial Advisors at Tolleson Private Wealth Management
Showing 11 - 20 of 31 top financial advisors.
11
James K. Manley
CRD#: 5682521
5500 Preston Road Ste 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 11 years of experience in the finance industry.

12
Shiv S. Patel
CRD#: 7001709
5500 Preston Road Ste 250, Dallas, TX 75205

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.

13
Forrest A. Pinkerton
CRD#: 6704866
5500 Preston Road Ste 250, Dallas, TX 75205

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.

14
Courtney P. Pregler
CRD#: 5706672
5500 Preston Road Ste 250, Dallas, TX 75205

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.

15
Andrew N. Puryear
CRD#: 5250429
5500 Preston Road Ste 250, Dallas, TX 75205

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.

16
Royce C. Ramey
CRD#: 4751664
5500 Preston Road Ste 250, Dallas, TX 75205

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.

17
Dorothy P. Reeder
CRD#: 1570799
5500 Preston Road Ste 250, Dallas, TX 75205

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.

18
Rachael L. Reese
CRD#: 6156927
5500 Preston Road Ste 250, Dallas, TX 75205

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.

19
Austin T. Reynolds
CRD#: 6158637
5500 Preston Road Ste 250, Dallas, TX 75205

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.

20
Timothy M. Stobaugh
CRD#: 2458941
5500 Preston Road Ste 250, Dallas, TX 75205

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.

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