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
Keaton Jones (CRD# 7867787) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.
Blake Masterson (CRD# 6823330) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.
Alexandra Reeder (CRD# 7867567) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.
Hugh Seligman (CRD# 7333747) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 3 years of experience in the finance industry.
Lauren Williamson (CRD# 7283992) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.