TOLLESON PRIVATE WEALTH MANAGEMENT, LP

TOLLESON PRIVATE WEALTH MANAGEMENT
DALLAS, Texas·28 registered advisors·CRD# 111838
SEC# 801-576411214-252-3250
01

Firm Overview

AUM
$8.2B
Regulatory assets under management
Employees
116
Total firm employees
Advisors
28
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at TOLLESON PRIVATE WEALTH MANAGEMENT, LP

28 registered advisors
Aleta Antwanette Stampley
DALLAS, Texas
Amy Michelle Armstrong
DALLAS, Texas
Andrea Christine Hulcy
DALLAS, Texas
Brittyn Russell Brender
DALLAS, Texas
Debra June Tolleson
DALLAS, Texas
Dorothy Pirtle Reeder
DALLAS, Texas
Era Micahl Wester
DALLAS, Texas
Eric Wayne Bennett
DALLAS, Texas
Gregory Scott Hall
DALLAS, Texas
Jeffrey Kerr Dunn
DALLAS, Texas
Jennifer Wagoner Kirksey
DALLAS, Texas
John Carter Tolleson
DALLAS, Texas
John Carter Tolleson Jr.
DALLAS, Texas
John Michael Scheibe
DALLAS, Texas
John Richard Joyner
DALLAS, Texas
Joshua James Coury
DALLAS, Texas
Justin Lewis Thompson
DALLAS, Texas
Kal Grant
DALLAS, Texas
Michael Reigle Wagner
DALLAS, Texas
Michael R Held
DALLAS, Texas
Owen Andrew Smith
DALLAS, Texas
Philip James Durst
DALLAS, Texas
Philip Taken
DALLAS, Texas
Rachael Lee Reese
DALLAS, Texas
Susan Wells Jenevein
DALLAS, Texas
Timothy Michael Stobaugh
DALLAS, Texas
Todd Laverne Clendening
DALLAS, Texas
Tracie Hill Klein
DALLAS, Texas
05

Office Locations

DALLAS, Texas
28 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. TOLLESON PRIVATE WEALTH MANAGEMENT, LP (CRD# 111838) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.