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TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC
CRD 153092 · SEC 801-121016
WA, United States
Phone
202-841-2867
Fax
202-315-3253
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.7M
Discretionary AUM
$113.7M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $109.7M |
| Charitable organizations | 2 | $1.4M |
| Corporations/business entities | 5 | $2.5M |
States served
WA, TX
All web addresses on file
Official SEC filing: View on IAPD