Westwood Management Corp
Westwood Management Corp (CRD# 110269) is a financial advisory firm headquartered in Dallas, TX. They manage $16,769,000,000 in 559 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management16,769MILLION
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Total Number of Accounts559ACCOUNTS
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Average Account Value$29,998,211
- A percentage of assets under your management
- Performance-based fees
- Other
- 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
CA, FL, IA, IL, IN, LA, MA, MD, MI, NC, NE, NJ, NV, NY, PA, TX, VA
Jacqueline Finley (CRD# 2141494) is an Investment Advisor Representative working at Westwood Management Corp in Colleyville, TX and has over 22 years of experience in the finance industry.
Jeffrey Gubala (CRD# 2012743) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 28 years of experience in the finance industry.
Blake Harbour (CRD# 5496425) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 7 years of experience in the finance industry.