Unclaimed Profile

Michael R Held

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas

Clean recordTOLLESON PRIVATE WEALTH MANAGEMENT, LP

5500 PRESTON ROAD, DALLAS, TX 75205CRD# 4060036Firm CRD# 111838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael R Held · DALLAS, TX

Registration

CRD #4060036 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael R Held is a registered financial advisor based in DALLAS, Texas, affiliated with TOLLESON PRIVATE WEALTH MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TOLLESON PRIVATE WEALTH MANAGEMENT, LP

TOLLESON PRIVATE WEALTH MANAGEMENT

AUM

$8.2B

Regulatory assets under management

Employees

116

Total firm employees

View all advisors at TOLLESON PRIVATE WEALTH MANAGEMENT, LP →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4060036

Firm CRD# 111838

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael R Held offer?

Michael R Held specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Michael R Held's credentials?

Michael R Held is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael R Held located?

Michael R Held is based in DALLAS, Texas, working with TOLLESON PRIVATE WEALTH MANAGEMENT, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Michael R Held charge for services?

Michael R Held's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOLLESON PRIVATE WEALTH MANAGEMENT, LP?

TOLLESON PRIVATE WEALTH MANAGEMENT, LP has approximately 116 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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