RIA Intel›Advisers›TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC

TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC

Advisory

N·

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$114M
1-Year AUM Growth
-41.7%
3-Year CAGR
-10.2%
Employees
1
Assets Under Management
Total AUM$114M
Discretionary AUM$114M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients39
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingFeb 23, 2010
Latest FilingMar 19, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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