TOLLEFSON GUSTINI & CO. INVESTMENT MANAGEMENT LLC
CRD #127725 SEC #801-62231 WASHINGTON, DC 202-363-6100
SEC Registered
Total AUM
$70.2M
Discretionary
$70.2M
Employees
5
Clients
--
Accounts
151
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2008 | $70.5M | $69M | $1.5M | 5 | -- |
| Nov 2007 | $70.2M | $70.2M | $0 | 5 | -- |
| Nov 2007 | $70.2M | $70.2M | $0 | 5 | -- |
| Aug 2007 | $70.2M | $70.2M | $0 | 5 | -- |
| Jan 2007 | $70.2M | $70.2M | $0 | 5 | -- |
| Mar 2006 | $79.5M | $79.5M | $0 | 5 | -- |
| Sep 2005 | $79.7M | $79.7M | $0 | 5 | -- |
| Aug 2004 | $67.8M | $66M | $1.8M | 5 | -- |
| Jun 2004 | $67.8M | $66M | $1.8M | 5 | -- |
DateJan 2008
Total AUM$70.5M
Discretionary$69M
Non-Disc.$1.5M
Employees5
Clients--
DateNov 2007
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$79.5M
Discretionary$79.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$79.7M
Discretionary$79.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$67.8M
Discretionary$66M
Non-Disc.$1.8M
Employees5
Clients--
DateJun 2004
Total AUM$67.8M
Discretionary$66M
Non-Disc.$1.8M
Employees5
Clients--