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WESTWOOD MANAGEMENT CORP
200 Crescent Court
Suite 1200
Dallas, Texas 75201
Tel: 214-756-6900
About WESTWOOD MANAGEMENT CORP
WESTWOOD MANAGEMENT CORP, formally registered with the SEC as WESTWOOD MANAGEMENT CORP. The firm was established in 04/11/1983. They have over 3 offices throughout the country.
WESTWOOD MANAGEMENT CORP is a Dallas, Texas based Financial Planning firm with nearly $11,916,051,045 assets under management, offering retirement planning & investment advisory services to 307 clients. The firm is staffed with 98 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110269 |
| SEC# | 801-18727 |
| Assets Managed by Firm | $11,916,051,045 |
| No. of Clients | 307 |
| No. of Advisors | 98 |
Fee Structure
- A percentage of AUM
- Performance Based
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
- Other (MODEL PORTFOLIO ADVICE AND LICENSING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 307 | $11,916,051,045 |
| Individuals (other than high net worth individuals) | 180 | $209,540,250 |
| High net worth individuals | 61 | $70,719,835 |
| Pension and profit sharing plans | 12 | $1,176,115,970 |
| Charitable organizations | 8 | $258,884,471 |
| Corporations or other businesses | 12 | $87,670,418 |
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