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Marc Wallace Tollefson

PRIME ADVISORS INC·REDMOND, Washington
Unclaimed Profile
22635 NE MARKETPLACE DRIVE, REDMOND, WA 98053CRD# 1629597Firm CRD# 107680
01

About

Marc Wallace Tollefson is a registered financial advisor based in REDMOND, Washington, affiliated with PRIME ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
PRIME ADVISORS INC
PRIME ADVISORS, INC.
AUM
$17.7B
Regulatory assets under management
Employees
56
Total firm employees
View all advisors at PRIME ADVISORS INC →
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1629597
Firm CRD# 107680
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Wallace Tollefson offer?
Marc Wallace Tollefson specializes in Wealth Management. Contact their office in REDMOND, Washington for a consultation.
What are Marc Wallace Tollefson's credentials?
Marc Wallace Tollefson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Wallace Tollefson located?
Marc Wallace Tollefson is based in REDMOND, Washington, working with PRIME ADVISORS INC. Their office serves clients in the REDMOND metropolitan area and surrounding communities.
How does Marc Wallace Tollefson charge for services?
Marc Wallace Tollefson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIME ADVISORS INC?
PRIME ADVISORS INC has approximately 56 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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