TrueAdvisor
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GR
GR

Gregory Allen Reid

Westwood Management CORP
34 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Westwood Management CORP
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
289 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$12.8B

Fee Structure

Financial Planning:Investment management only

Location

200 Crescent Court, Suite 1200, Dallas, TX, 75201

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History

Regulatory History (1)
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Customer Dispute
June 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gregory is the President of Real Assets at Westwood Management Corp., a full-time position. He is also the General Partner and Sole Member of RDG Capital Management LLC, dedicating a few hours per week to management activities.

Employment History
Current Registrations
Westwood Management CORP
May 2023 - Present · 2 yrs 9 mos
Salient Advisors, L.P.
August 2018 - Present · 7 yrs 6 mos
The Salient Zarvona Energy Fund GP, L.P.
August 2015 - Present · 10 yrs 6 mos
Salient Capital L.P.Broker
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
Forward Management, LLC
August 2018 - November 2022 · 4 yrs 3 mos
Endowment Advisers, L.P.
August 2018 - March 2021 · 2 yrs 7 mos
Forward Securities, LLCBroker
July 2018 - June 2023 · 4 yrs 11 mos
Salient Private Client, LLC
August 2017 - July 2018 · 11 mos
Rdg Capital Management LLC
January 2011 - March 2015 · 4 yrs 2 mos
Salient Capital Advisors, LLC
June 2010 - November 2022 · 12 yrs 5 mos
Telemus Investment Management, LLC
November 2008 - July 2010 · 1 yr 8 mos
Telemus Investment Brokers, LLCBroker
May 2007 - July 2010 · 3 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - May 2007 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1997 - May 2007 · 9 yrs 10 mos
Goldman, Sachs & CO.Broker
September 1991 - August 1997 · 5 yrs 11 mos
State Registrations52 states
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Exams
No exam information available for this advisor.