Tolleson Private Wealth Management LP

Tolleson Private Wealth Management is a Texas-based partnership firm with 83 employees, out of which 58 are in advisory roles. The company is currently serving six clients and has the SEC's approval with a registration date of May 26, 2000.

• DOROTHY PIRTLE REEDER

  MANAGING DIRECTOR owns less than 5%

• ERIC WAYNE BENNETT

  CHIEF INVESTMENT OFFICER owns less than 5%

• GREGORY SCOTT HALL

  MANAGING DIRECTOR owns less than 5%

• JOHN CARTER TOLLESON

  EXECUTIVE CHAIRMAN owns less than 5%

• JOHN CARTER TOLLESON JR.

  CHIEF EXECUTIVE OFFICER owns less than 5%

• JOHN MICHAEL SCHEIBE

  CHIEF OPERATING OFFICER owns less than 5%

• JOHN RICHARD JOYNER

  PRESIDENT owns less than 5%

• MICHAEL R HELD

  MANAGING DIRECTOR owns less than 5%

• PHILIP TAKEN

  SENIOR COUNSEL owns less than 5%

• ROYCE CREIGHTON RAMEY

  MANAGING DIRECTOR owns less than 5%

• TOLLESON WEALTH MANGEMENT OF DELAWARE, INC

  LIMITED PARTNER owns 75% or more

• TOLLESON WEALTH MANGEMENT, INC

  HOLDING COMPANY owns less than 5%

• TPWM SERVICES, INC.

  GENERAL PARTNER owns less than 5%

• TRACIE HILL KLEIN

  CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER owns less than 5%

• JOHN CARTER TOLLESON

  MAJORITY SHAREHOLDER owns more than 50% but less than 75%

• TOLLESON WEALTH MANAGEMENT, INC.

  SOLE SHAREHOLDER owns 75% or more

• BNP PARIBAS PRIME BROKERAGE, INC.
  United States
• BNY MELLON, NA
  United States
• CHARLES SCHWAB & CO., INC.
  United States
• J.P. MORGAN CLEARING CORP.
  United States
• PERSHING ADVISOR SOLUTIONS LLC
  United States

• Cloverdale Capital Management LLC
• Trinity HUNT Management LP
• Fluent Financial LLC
• Prospera Financial Services Inc
• Budge Financial Inc
• BLUM Financial LP
• Anson Funds Management LP
• Fortune Wealth Management LLC
• Prescott Advisors LLC
• Duration Asset Management LLC