TrueAdvisor
TrueAdvisor
CF
CF

Christine Marie Finn

Tolleson Private Wealth Management
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Tolleson Private Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
222 clients
Average Client Portfolio
$39.5M average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$20M

Location

5500 Preston Road, Suite 250, Dallas, TX, 75205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tolleson Private Wealth Management
February 2016 - Present · 10 yrs
Previous Registrations
Strategic Advisers, INC.
October 2014 - January 2016 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
April 2014 - January 2016 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.