Westwood Management CORP

Assets Under Management

$12.8B

Number of Clients

289

Number of Advisors

12

Average Client AUM

$44.3M

AUM per Advisor

$1.1B

Compensation

Fee-Only (AUM)

About This Firm

Westwood Management Corp. offers portfolio management services to individuals, investment companies, pension plans, trusts, estates, charitable organizations, corporations, and government entities. They tailor services to client needs and implement investment strategies based on client guidelines. Westwood also provides model portfolios to other advisors.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

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

12 Advisors at this firm