CRD: 153092
Tollefson AND Company Investment Management LLC
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-16-2010
- Office Locations
- 1
Office Locations
About Tollefson AND Company Investment Management LLC
Tollefson & Company Investment Management is an independent Austin, TX RIA providing highly personalized, active portfolio management for individuals and families as well as trusts, estates, retirement plans, endowments and other institutions. The firm builds separately managed equity, fixed income, balanced and socially responsible portfolios focused on long-term growth with risk management, tax sensitivity, and customized reporting. Founder/CEO Kirsten Tollefson leads with 35+ years of experience.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
KIRSTEN NMN TOLLEFSON
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2038905
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,653,909 | $1,495,446 |
| Non-Discretionary | $0 | -- |
| Total | $113,653,909 | $1,495,446 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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