Tollefson and Company Investment Management LLC
● SEC registered since 2021CRD 153092SEC# 801-121016
Reg. AUM
$113.7M
Employees
3
Accounts
76
Location
—
Tollefson and Company Investment Management LLC assets under management
Tollefson and Company Investment Management LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $113.7 million in regulatory assets under management and employs 3 people.
Tollefson and Company Investment Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kirsten Nmn Tollefson Control | Chief Executive Officer, Chief Compliance Officer, Chief Portfolio Manager | Over 75% | 2010 |
Frequently asked questions
How much does Tollefson and Company Investment Management LLC manage?
Tollefson and Company Investment Management LLC reports $113.7 million in regulatory assets under management on its Form ADV.
How many employees does Tollefson and Company Investment Management LLC have?
Tollefson and Company Investment Management LLC reports 3 employees.
Does Tollefson and Company Investment Management LLC disclose fund performance?
Tollefson and Company Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 202-841-2867 |
| Fax | 202-315-3253 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.7M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$113.7Mregulatory AUM
Discretionary $113.7M