Westwood Management Corp

Westwood Management Corp (CRD# 110269) is a financial advisory firm headquartered in Dallas, TX. They manage $11,282,422,875 in 305 accounts and serve the financial needs of clients across 24 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
    11,282
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $36,991,550
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • 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.

AZ, CA, CO, CT, FL, IA, IL, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OR, PA, TN, TX, VA, WA

Financial Advisors at Westwood Management Corp
Showing 1 - 5 of 5 top financial advisors.
1
Jacqueline Finley, financial advisor Colleyville TX
Jacqueline L. Finley
CRD#: 2141494
Colleyville, TX

Jacqueline Finley (CRD# 2141494) is an Investment Advisor Representative working at Westwood Management Corp in Colleyville, TX and has over 24 years of experience in the finance industry.

2
David Friedman, financial advisor Dallas TX
David I. Friedman
CRD#: 4826114
200 Crescent Court, Suite 1200, Dallas, TX 75201

David Friedman (CRD# 4826114) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 16 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

Blake Harbour (CRD# 5496425) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 9 years of experience in the finance industry.

4
William Hunter, financial advisor Dallas TX
William J. Hunter
CRD#: 2614495
200 Crescent Court, Suite 1200, Dallas, TX 75201

William Hunter (CRD# 2614495) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 25 years of experience in the finance industry.

5
Harvey Steele, financial advisor Dallas TX
Harvey P. Steele
CRD#: 4952306
200 Crescent Court, Suite 1200, Dallas, TX 75201

Harvey Steele (CRD# 4952306) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 15 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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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