WESTWOOD GLOBAL INVESTMENTS

One Financial Center
Suite 1620
Boston, Massachusetts 02111
Tel: 617-428-4040

About WESTWOOD GLOBAL INVESTMENTS

WESTWOOD GLOBAL INVESTMENTS, formally registered with the SEC as WESTWOOD GLOBAL INVESTMENTS. The firm was established in 01/31/2003. They have over 2 offices throughout the country.

WESTWOOD GLOBAL INVESTMENTS is a Boston, Massachusetts based Financial Planning firm with nearly $12,226,312,862 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125012
SEC#	801-61776
Assets Managed by Firm	$12,226,312,862
No. of Clients	28
No. of Advisors	36

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	28	$12,226,312,862
Pension and profit sharing plans	6	$930,448,062
Charitable organizations	6	$3,640,922,189
Corporations or other businesses	Fewer than 5 clients	$447,509,529

More Retirement Planning firms in Boston, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Boston, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.