# TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC

TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC of WASHINGTON, DC is an SEC-registered investment adviser.

## Registration

- CRD: 153092
- Type: SEC-registered investment adviser
- SEC file number: 801-121016
- Location: 5335 WISCONSIN AVENUE NW, SUITE 440, WASHINGTON, DC, 20015
- Phone: 202-841-2867
- Latest filing: 2026-03-19
- Regulatory AUM: $113.7M
- Discretionary AUM: $113.7M
- Clients: 3
- Accounts: 76

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (3)

| 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) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153092/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153092/similar
- Related entities: https://search.stillhousedata.com/firm/153092/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153092

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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.