Westwood Management Corp

Westwood Management Corp (CRD# 110269) is a financial advisory firm headquartered in Dallas, TX. They manage $11,916,051,045 in 307 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
200 Crescent Court, Suite 1200, Dallas, TX 75201
http://www.westwoodgroup.com
By the Numbers
  • Total Assets Under Management
    11,916
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $38,814,499
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Westwood Management Corp
Showing 1 - 4 of 4 top financial advisors.
1
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 19 years of experience in the finance industry.

2
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 28 years of experience in the finance industry.

3
Gregory Reid, financial advisor Houston TX
Gregory A. Reid
CRD#: 2176683
10000 Memorial Drive, Suite 650, Houston, TX 77024

Gregory Reid (CRD# 2176683) is an Investment Advisor Representative working at Westwood Management Corp in Houston, TX and has over 32 years of experience in the finance industry.

4
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 18 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.

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