David I Friedman

Westwood Management CORP

21 Years of Experience

Broker

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

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.

Other Business Activities

David works as a Senior External Wholesaler at Westwood Management Corp. since 2019, focusing on financial sales and dedicating full-time hours to this role.