TOLLEFSON GUSTINI & CO. INVESTMENT MANAGEMENT LLC

TOLLEFSON GUSTINI & CO. INVESTMENT MANAGEMENT LLC of WASHINGTON, DC is an SEC-registered investment adviser (CRD 127725). Regulatory assets under management: $48.9M.

Registration

• CRD: 127725
• SEC file number: 801-62231
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127725 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search