TOLSMA INVESTMENTS, LLC
Adviser information for TOLSMA INVESTMENTS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Washington, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 145 | $34.0M |
Non-Discretionary | 797 | $352.4M |
Total | 942 | $386.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 14 | $5.7M |
HNW Individuals | 117 | $380.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 17 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-119037 |
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SEC ERA File Number | 801-119037 |
SEC CIK Numbers | None |
SEC CRD Numbers | 287941 |
Legal Entity Identifier | None |
Principal Office
5806 119TH AVE SESUITE A #262
BELLEVUE
WA
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: (425) 458-3999, Fax: N/A
Chief Compliance Officer
JEFFREY TOLSMA
FOUNDER & MANAGING DIRECTOR
5806 119TH AVE SE
SUITE A #262
BELLEVUE
WA
United States
Tel:
(425) 458-3999
Fax:
N/A
J***@********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
TOLSMA, JEFFREY, TIEDE | Individual | – | FOUNDER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 03/2017 | > 75% |