Westwood Management Corp

Westwood Management Corp (CRD# 110269) is a financial advisory firm headquartered in Dallas, TX. They manage $16,350,000,000 in 538 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
200 Crescent Court, Suite 1200, Dallas, TX 75201
http://www.westwoodfunds.com
By the Numbers
  • Total Assets Under Management
    16,350
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $30,390,335
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IA, IL, IN, LA, MA, MD, MI, NC, NE, NJ, NV, NY, PA, TX, VA

Financial Advisors at Westwood Management Corp
Showing 1 - 4 of 4 top financial advisors.
1
Jacqueline Finley, financial advisor Colleyville TX
Jacqueline L. Finley
CRD#: 2141494
Colleyville, TX
93
Wealthminder
score

Jacqueline Finley (CRD# 2141494) is an Investment Advisor Representative working at Westwood Management Corp in Colleyville, TX and has over 21 years of experience in the finance industry.

2
Jeffrey Gubala, financial advisor Dallas TX
Jeffrey P. Gubala
CRD#: 2012743
200 Crescent Court, Suite 1200, Dallas, TX 75201
93
Wealthminder
score

Jeffrey Gubala (CRD# 2012743) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 27 years of experience in the finance industry.

3
Blake Harbour, financial advisor Dallas TX
Blake T. Harbour
CRD#: 5496425
200 Crescent Court, Suite 1200, Dallas, TX 75201
93
Wealthminder
score

Blake Harbour (CRD# 5496425) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 6 years of experience in the finance industry.

4
Christa Maxwell, financial advisor Dallas TX
Christa M. Maxwell
CRD#: 4792006
200 Crescent Court, Suite 1200, Dallas, TX 75201
93
Wealthminder
score

Christa Maxwell (CRD# 4792006) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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