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| Tollefson and Company Investment Management LLC
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|
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|---|---|
| CRD # | 153092 |
| SEC # | 801-121016 |
| CIK # | |
| AUM | $113.7 M (2026-03-19) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 202-841-2867 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($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) | 22 | 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 | 2 | 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 | 76 | 0.1 |
| By Discretionary | ||
| Discretionary | 76 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 76 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 76 | 0.1 |
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|---|---|---|
|
1102 Partners LLC
✚
|
0.1 | |
|
Ryan Poage & Co LLC
✚
|
MO | 0.1 |
|
Richard G Slater
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0.1 | |
|
Webster Street Investment Advisors LLC
✚
|
0.1 | |
|
Burne Financial Concepts LLC
✚
|
CT | 0.1 |
|
ARX Private Wealth
✚
|
PA | 0.1 |
|
Signal Ridge Capital Partners LLC
✚
|
MA | 0.1 |
|
Hulsey Capital Management Inc
✚
|
AR | 0.1 |
|
FORM Prosperity Wealth Advisors LLC
✚
|
AZ | 0.1 |
|
Gassman Financial LLC
✚
|
NH | 0.1 |