Westwood Management Corporation

Westwood Management Corporation (CRD# 110354) is a financial advisory firm headquartered in Chicago, IL. They manage $619,820,630 in 117 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    620
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $5,297,612
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, IL

Financial Advisors at Westwood Management Corporation
Showing 1 - 2 of 2 top financial advisors.
1
Peter L. Goldman
CRD#: 2665279
208 S Lasalle St, Ste 1698, Chicago, IL 60604
93
Wealthminder
score

Peter Goldman (CRD# 2665279) is an Investment Advisor Representative working at Westwood Management Corporation in Chicago, IL and has over 22 years of experience in the finance industry.

2
Michael (. Perlow
CRD#: 4364279
208 S. Lasalle Street, Suite 1698, Chicago, IL 60604
87
Wealthminder
score

Michael Perlow (CRD# 4364279) is an Investment Advisor Representative working at Westwood Management Corporation in Chicago, IL and has 1 year of experience in the finance industry.

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