Michael R Held
Managing DirectorTolleson Private Wealth Management, LLCCRD 4060036
About Michael R Held
Michael R Held is listed as Managing Director at Tolleson Private Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Tolleson Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael R Held work?
Michael R Held is listed as Managing Director at Tolleson Private Wealth Management, LLC on SEC Form ADV.
How much of Tolleson Private Wealth Management, LLC does Michael R Held own?
Form ADV reports a beneficial ownership band of Under 5%.
Tolleson Private Wealth Management, LLC
| Title | Managing Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |