Joshua James Coury

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

• 12/2013 → Present
  Tolleson Private Wealth Management, Lp
  Dallas, TX

Other Businesses

Communities in Schools of Greater Tarrant County- 5601 Bridge St. #501 Fort Worth, TX 76112; Volunteer position; Board Member and member of the Finance and Governance Committee; Duties include: Regular board meeting attendance, responsible for overlooking the budget and developing financial goals for the organization, no check signing or investment authority, involved in fundraising; non-investment related; 1-5 hours a month dedicated to this OBA; no compensation received.

Designations

• Chartered Financial Analyst

Other Names

• Josh Coury