Overview
Assets Under Management: $114 million
High-Net-Worth Clients: 22
Average Client Assets: $5.0 million
Frequently Asked Questions
TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153092), TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC serves 22 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC manages $114 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.51%
Average Client Assets: $5.0 million
Total Client Accounts: 76
Discretionary Accounts: 76
Regulatory Filings
CRD Number: 153092
Filing ID: 2059188
Last Filing Date: 2026-03-19 11:53:16