Tolleson Private Wealth Management

Tolleson Private Wealth Management (CRD# 111838) is a financial advisory firm headquartered in Dallas, TX. They manage $8,223,468,897 in 4,038 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
5500 Preston Road, Suite 250, Dallas, TX 75205
https://www.instagram.com/tollesonwealthmanagement/
By the Numbers
  • Total Assets Under Management
    8,223
    MILLION
  • Total Number of Accounts
    4,038
    ACCOUNTS
  • Average Account Value
    $2,036,520
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 21 - 27 of 27 top financial advisors.
21
Kara Bulhon, financial advisor Dallas TX
Kara F. Bulhon
CRD#: 6063440
5500 Preston Road, Suite 250, Dallas, TX 75205

Kara Bulhon (CRD# 6063440) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 10 years of experience in the finance industry.

22
Lucy Gardner, financial advisor Dallas TX
Lucy H. Gardner
CRD#: 6358326
5500 Preston Road, Suite 250, Dallas, TX 75205

Lucy Gardner (CRD# 6358326) 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.

23
Keaton Jones, financial advisor Dallas TX
Keaton G. Jones
CRD#: 7867787
5500 Preston Road, Suite 250, Dallas, TX 75205

Keaton Jones (CRD# 7867787) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

24
Blake Masterson, financial advisor Dallas TX
Blake W. Masterson
CRD#: 6823330
5500 Preston Road, Suite 250, Dallas, TX 75205

Blake Masterson (CRD# 6823330) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

25
Alexandra Reeder, financial advisor Dallas TX
Alexandra C. Reeder
CRD#: 7867567
5500 Preston Road, Suite 250, Dallas, TX 75205

Alexandra Reeder (CRD# 7867567) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

26
Hugh Seligman, financial advisor Dallas TX
Hugh C. Seligman
CRD#: 7333747
5500 Preston Road, Suite 250, Dallas, TX 75205

Hugh Seligman (CRD# 7333747) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 3 years of experience in the finance industry.

27
Lauren Williamson, financial advisor Dallas TX
Lauren A. Williamson
CRD#: 7283992
5500 Preston Road, Suite 250, Dallas, TX 75205

Lauren Williamson (CRD# 7283992) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

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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.

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