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| Tollefson and Company Investment Management LLC
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|---|---|
| CRD # | 153092 |
| SEC # | 801-121016 |
| CIK # | |
| AUM | $164.0 MM (2023-03-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 202-841-2867 |
| Address | 3907 Balcones Drive Austin, TX 78731 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 79 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 0.2 |
| By Discretionary | ||
| Discretionary | 85 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 85 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 85 | 0.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthcor LLC
✚
|
OH | 0.2 |
|
Sector Analysts LLC
✚
|
PA | 0.2 |
|
Guidestream Financial Inc
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|
MI | 0.2 |
|
Boston Mountain Money Management Inc
✚
|
AR | 0.2 |
|
WOLD Financial Group LLC
✚
|
MN | 0.2 |
|
Siebert Advisornxt Inc
✚
|
NJ | 0.2 |
|
CHB Investment Group LLC
✚
|
PA | 0.2 |
|
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |
|
Alder Financial Group Inc
✚
|
GA | 0.2 |
|
Parker Financial Advisors LLC
✚
|
TX | 0.2 |