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TOLLESON PRIVATE WEALTH MANAGEMENT
5500 Preston Road
Suite 250
Dallas, Texas 75205
Tel: 214-252-3250
About TOLLESON PRIVATE WEALTH MANAGEMENT
TOLLESON PRIVATE WEALTH MANAGEMENT, formally registered with the SEC as TOLLESON PRIVATE WEALTH MANAGEMENT. The firm was established in 05/26/2000. They have over 2 offices throughout the country.
TOLLESON PRIVATE WEALTH MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $8,223,468,897 assets under management, offering retirement planning & investment advisory services to 4038 clients. The firm is staffed with 116 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111838 |
| SEC# | 801-57641 |
| Assets Managed by Firm | $8,223,468,897 |
| No. of Clients | 4038 |
| No. of Advisors | 116 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (INVESTMENT DUE DILIGENCE AND MONITORING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4038 | $8,223,468,897 |
| High net worth individuals | 204 | $2,741,805,494 |
| Charitable organizations | 1 | $32,197,418 |
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