TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC

SEC file number 801-71160 · WASHINGTON, DC

https://tollefsonbuilders.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$46.4M

Discretionary AUM

$46.4M

Employees

—

Clients

—

Firm

Address: 5335 WISCONSIN AVENUE NW
WASHINGTON, DC 20015
Phone: —
Website: https://tollefsonbuilders.com
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed May 2, 2026

No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)