Tolsma Investments, LLC

Tolsma Investments, LLC (CRD# 287941) is a financial advisory firm headquartered in , . They manage $386,344,827 in 942 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.tolsmainvestments.com
By the Numbers
  • Total Assets Under Management
    386
    MILLION
  • Total Number of Accounts
    942
    ACCOUNTS
  • Average Account Value
    $410,133
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Tolsma Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Tolsma, financial advisor Bellevue WA
Jeffrey T. Tolsma
CRD#: 5912252
Bellevue, WA

Jeffrey Tolsma (CRD# 5912252) is an Investment Advisor Representative working at Tolsma Investments, LLC in Bellevue, WA and has over 12 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.

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