Michael
Yan
Westwood Wealth Management
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About this Advisor
Michael Yan is a financial advisor based in Dallas, Texas, working with Westwood Wealth Management. Michael has previously held positions at Westwood Holdings Group, Toyota Motors North America, Sentinel Trust Company, Job Change, Time With Family, Unemployed/Consultant, Dallas Police And Fire Pension System, and Ally Financial. Michael has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Michael is part of Westwood Wealth Management, which operates out of Dallas, Texas. The firm has 1 office and 68 employees. The firm manages assets totaling $433.3 million 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, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Westwood Wealth Management includes asset-based, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westwood Wealth Management Brokerage Details
$433,271,448
68
383
$1,131,257
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Michael Yan Work History
Westwood Holdings Group
Dallas Police And Fire Pension System
Toyota Motors North America
Unemployed/Consultant
Sentinel Trust Company
Job Change, Time With Family
Ally Financial
Disclosures
Please visit the SEC profile of Michael Yan 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 Westwood Wealth Management
Dallas, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Dallas, TX
Houston, TX
Houston, 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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