TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC of WASHINGTON, DC is an SEC-registered investment adviser (CRD 153092). Regulatory assets under management: $113.7M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Kirsten Nmn Tollefson | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF PORTFOLIO MANAGER | — |
| TOLLEFSON KIRSTEN | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| TOLLEFSON KIRSTEN NMN | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF PORTFOLIO MANAGER (+1 more) | — |