Michael
Held
Tolleson Private Wealth Management
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About this Advisor
Michael Held is a financial advisor based in Dallas, Texas, working with Tolleson Private Wealth Management. Michael has previously held a position at Tolleson Private Wealth Management. Michael has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Michael 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
Michael Held Work History
Tolleson Private Wealth Management
Disclosures
Please visit the SEC profile of Michael Held 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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