Tollefson And Company Investment Management LLC

Overview

Tollefson And Company Investment Management LLC is an independent, SEC-registered investment adviser organized as an LLC and founded in its current registration form in 2021. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis. Its client mix includes high-net-worth individuals and families as well as institutional relationships; advisory work is centered on portfolio management for individuals and small businesses. The firm is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Services focus on discretionary portfolio management rather than offering a broad platform of related-adviser or consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives