Tollefson And Company Investment Management LLC is an adviser based in Washington. It manages $46.36 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of District of Columbia, Maryland, Texas, Virginia, and Washington.
Tollefson And Company Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tollefson And Company Investment Management LLC is $46.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tollefson And Company Investment Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kirsten Nmn Tollefson joined the executive team most recently as the Chief Executive Officer.
The principal office where Tollefson And Company Investment Management LLC performs its advisory services is located at 5335 Wisconsin Avenue Nw, Washington, DC 20015 The mailing address of the firm is P.O. Box 96503, Washington, DC 20090. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-363-6128 or by fax 202-315-3253. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.tollefsonco.org.