Assets Under Management
$8.8B
Number of Clients
222
Number of Advisors
31
Average Client AUM
$39.5M
AUM per Advisor
$282.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Tolleson Private Wealth Management provides investment strategy, asset allocation analysis, and third-party investment manager analysis. They also offer financial planning, tax planning, bookkeeping, estate planning, and philanthropy advisory services to high-net-worth clients. TPWM manages fixed income portfolios on a discretionary basis and advises on affiliated private investment funds.
5500 Preston Road, Suite 250, Dallas, TX, 75205