TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$113,653,909
Discretionary
$113,653,909
Non-discretionary
$0
Firm details
- CRD number
- 153092
- SEC file number
- 801-121016
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.TOLLEFSONCOMPANY.COM
- Fee structure
-
Percentage of AUM
As of October 2026.