# TOLLEFSON GUSTINI & CO. INVESTMENT MANAGEMENT LLC

TOLLEFSON GUSTINI & CO. INVESTMENT MANAGEMENT LLC of WASHINGTON, DC is an SEC-registered investment adviser.

## Registration

- CRD: 127725
- Type: SEC-registered investment adviser
- SEC file number: 801-62231
- Location: 5335 WISCONSIN AVENUE, NW, SUITE 930, WASHINGTON, DC, 20015
- Phone: 202-363-6100
- Latest filing: 2010-03-30
- Regulatory AUM: $48.9M
- Discretionary AUM: $48.9M
- Clients: 1
- Accounts: 106

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| TOLLEFSON KIRSTEN | CEO | — |
| GUSTINI SUSETTE KIRKPATRICK | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| STEPHENS ALISHA WEISS | CHIEF COMPLIANCE OFFICER | — |
| WEISS ALISHA MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| GUSTINI SUSETTE | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127725/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127725/similar
- Related entities: https://search.stillhousedata.com/firm/127725/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127725

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.