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Anibal Angel

Westwood Management CORP
20 Years of Experience
Houston, TX
Broker
View SEC Summary
View SEC Summary

Anibal Angel is a registered investment advisor at Westwood Management CORP, based in Houston, TX, with 20 years of industry experience. Anibal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 247 clients with $12B in assets under management.

Westwood Management CORP
Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
247 clients
Average Client Portfolio
$50.4M average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.75%
$25.0M - $50.0M0.65%
$50M+0.50%

Fees vary significantly by strategy. The schedule shown reflects general rates for equity and tactical strategies. Minimum investments typically range from $1 million to $50 million depending on the strategy.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10000 Memorial Drive, Suite 650, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anibal works as a trader for Westwood Management Corp., an investment management firm, since November 2022. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Westwood Management CORP
February 2023 - Present · 3 yrs 8 mos
Salient Capital L.P.Broker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Salient Capital Advisors, LLC
September 2011 - November 2022 · 11 yrs 2 mos
Telemus Investment Brokers, LLCBroker
June 2007 - July 2010 · 3 yrs 1 mo
Wachovia Securities, LLCBroker
April 2006 - May 2007 · 1 yr 1 mo
Wachovia Securities, LLC
March 2006 - May 2007 · 1 yr 2 mos
UBS Financial Services INC.
March 2004 - October 2004 · 7 mos
UBS Financial Services INC.Broker
May 2003 - October 2004 · 1 yr 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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