Timothy
Stobaugh
Tolleson Private Wealth Management
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About this Advisor
Timothy Stobaugh is a financial advisor based in Dallas, Texas, working with Tolleson Private Wealth Management. Timothy has previously held a position at Tolleson Private Wealth Management. Timothy has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Timothy is part of Tolleson Private Wealth Management, which operates out of Dallas, Texas. The firm has 1 office and 116 employees. The firm manages assets totaling $8.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Tolleson Private Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tolleson Private Wealth Management Brokerage Details
$8,223,468,897
116
4,038
$2,036,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Timothy Stobaugh Work History
Tolleson Private Wealth Management
Disclosures
Please visit the SEC profile of Timothy Stobaugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tolleson Private Wealth Management
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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