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TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC

· CRD 153092 · IAPD ↗ · tollefsoncompany.com · 202-841-2867

$113.7MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC reported RAUM down 42% ($164.0M -> $95.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.