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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tollefson and Company Investment Management LLC
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|---|---|
| CRD # | 153092 |
| SEC # | 801-121016 |
| CIK # | |
| AUM | $108.9 M (2025-03-28) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 202-841-2867 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 33 | 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 | 0 | 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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 75 | 0.1 |
| By Discretionary | ||
| Discretionary | 75 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 75 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 75 | 0.1 |
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|---|---|---|
|
Kuehne Christopher
✚
|
0.1 | |
|
Weinstat Wealth Management Inc
✚
|
0.1 | |
|
Personalized Financial Solutions LLC
✚
|
FL | 0.1 |
|
True Coastal Capital LLC
✚
|
GA | 0.1 |
|
Peltoma Capital Partners LLC
✚
|
0.1 | |
|
Elevated Wealth LLC
✚
|
0.1 | |
|
Agman Capital LLC
✚
|
NE | 0.1 |
|
Brian Joyce LLC
✚
|
0.1 | |
|
Clear Retirement Advice LLC
✚
|
CA | 0.1 |
|
Lewis Financial LLC
✚
|
CA | 0.1 |