Hugh Charles Seligman

Employer firm

Tolleson Private Wealth Management CRD 111838

$9.26B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• INVESTMENT DUE DILIGENCE AND MONITORING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 12/2020
  Jones Walker
  New Orleans, LA
• 01/2021 → Present
  Tolleson Private Wealth Management
  Dallas, TX

Other Businesses

Katherine Seligman Consulting, Inc- 1234 Conery Street New Orleans, Louisiana 70115; Nature of Business: Fundraising consultancy for non-profit organizations, non-investment related; Duties and title include: Secretary/treasurer however duties are all administrative for a family owned business; start date 6/27/2011; No time dedicated to this OBA; No compensation received.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-12