Parag Sanghani is a CFA-designated registered investment advisor at Westwood Management CORP, based in Dallas, TX, with 17 years of industry experience. Parag operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 289 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westwood Management Corp. charges a percentage of the assets they manage. Fees are negotiable and depend on the account size, complexity, and services requested. Minimum account sizes may be waived. Fees are typically billed quarterly in advance for separately managed accounts and monthly in arrears for pooled investments. Some clients may be invested in mutual funds or exchange traded funds, which assess additional fees.
Location
200 Crescent Court, Suite 1200, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Parag is a Senior Portfolio Manager at Westwood Management Corp., a full-time position since 2022. He also serves as an advisor for En Industries Group Holdings, Ltd, dedicating minimal time to this role.
Employment History
Current Registrations
Westwood Management CORP
Salient Capital L.P.Broker
Previous Registrations
Salient Capital Advisors, LLC
Telemus Investment Brokers, LLCBroker
Raymond James & Associates, INC.Broker
State Registrations1 state
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