Tolleson Private Wealth Management
Tolleson Private Wealth Management (CRD# 111838) is a financial advisory firm headquartered in Dallas, TX. They manage $8,223,468,897 in 4,038 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management8,223MILLION
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Total Number of Accounts4,038ACCOUNTS
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Average Account Value$2,036,520
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, LA, NC, NY, OK, TX
Shiv Patel (CRD# 7001709) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.
Courtney Pregler (CRD# 5706672) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 13 years of experience in the finance industry.
Andrew Puryear (CRD# 5250429) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 17 years of experience in the finance industry.
Timothy Stobaugh (CRD# 2458941) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 28 years of experience in the finance industry.
Brandon Turner (CRD# 6548817) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.
Michael Wagner (CRD# 1459904) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 27 years of experience in the finance industry.
Brent Young (CRD# 5065167) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 18 years of experience in the finance industry.
Peter Baldwin (CRD# 5532608) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.
Brittyn Brender (CRD# 3182065) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 18 years of experience in the finance industry.
Kara Bulhon (CRD# 6063440) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 11 years of experience in the finance industry.