Tollefson And Company Investment Management LLC
Tollefson And Company Investment Management LLC is an SEC-registered ria with $113.7M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Tollefson And Company Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153092, SEC 801-121016, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $113.7M (2026-03-19)
- Firm type
- Ria
- Employees
- 3
- Clients
- 29
- CRD
- 153092
- Ownership
- TOLLEFSON, KIRSTEN, NMN; TOLLEFSON, KIRSTEN
How much AUM does Tollefson And Company Investment Management LLC have?
Tollefson And Company Investment Management LLC reported $113.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Tollefson And Company Investment Management LLC?
Disclosed owners and executives of Tollefson And Company Investment Management LLC include TOLLEFSON, KIRSTEN, NMN, TOLLEFSON, KIRSTEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.