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SEC Form D · filed June 29, 2021

Tolleson Wealth Management, Inc

Offering
$5.0M
Sold
$5.0M
Exemption
Rule 506(b)
Industry
Other Banking and Financial Services
Location
DALLAS, TX
Type
—

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (23)

Andrea C. Hulcy · Dallas, TXExecTracie C. Klein · Dallas, TXExecJohn C. Tolleson · Dallas, TXDirectorRichard J. Joyner · Dallas, TXExec · DirectorRick J. Lafitte · Dallas, TXDirectorJ. C. Tolleson, Jr · Dallas, TXExec · DirectorTroy P. Denkinger · Sitka, AKExec · DirectorSteven Zaun · Los Angeles, CADirectorKaitlyn Rice · Charlotte, NCExecEric W. Bennett · Dallas, TXDirectorRichard D. Stone · Dallas, TXDirectorDebbie D. Tolleson · Dallas, TXDirectorPamela H. Patsley · Dallas, TXDirectorDavid Sears · Los Angeles, CAExec · DirectorGary Holtzer · Los Angeles, CADirectorJulia A. Mccullough · Wilmington, DEExecAndrew H. Nestor · Lake Mary, FLExecEric W. Bennett · Dallas, TXDirectorRichard D. Stone · Dallas, TXDirectorDebbie D. Tolleson · Dallas, TXDirectorRick J. Lafitte · Dallas, TXDirectorPamela H. Patsley · Dallas, TXDirectorJ. C. Tolleson, Jr · Dallas, TXExec · Director

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗