C
Tolleson Private Bank
DallasTX
Rating Date
June 2025
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Major Rating Factors: A five year analysis of stability tests including evaluations of capital adequacy, asset growth, and profitability lead to a Fair overall stability index (4.3 on a scale of 0 to 10). Operating profits as a percentage of assets at 1.9%, coupled with a return on assets of 1.9 has resulted in Good (6.1) profitability.
Other Rating Factors: A current level of 0.4 percent of nonperforming loans to core capital combined with 0.4 percent from a year earlier contributes to the Excellent asset quality (8.6). Good current capitalization (6.9 on a scale of 0 to 10) based on a risk-based capital ratio of 14.6 and a capital leverage ratio of 8.9.
Asset Mix: Home mtgs (42%), cash (14%), comm loans (7%), home eq lns (5%), securities (5%), comm re (3%), consumer loans (2%), other (22%)
States with Branches: TX
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Hot Money
Corporate Info
Group Affiliation
Tolleson Wealth Management, Inc.
Investment Rating
--
Address
5550 Preston Road
Dallas, TX 75205
Phone Number
(214) 252-3033
Year Founded
2003
FDIC Number
Largest Affiliates
No affiliate information available.