Westwood Management Corp
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Overview
Westwood Management Corp operates as a financial advisor firm headquartered in Dallas, Texas. Westwood Management Corp oversees $11.7 billion in assets under management across 467 accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). Westwood Management Corp has a large group, including 70 financial advisors. Westwood Management Corp is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, stocks and bonds.
Westwood Management Corp manages all of the company's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments for the client's account without needing to seek the client's consent. Westwood Management Corp's typical account size is $25.0 million. The typical advisor at Westwood Management Corp oversees about seven client accounts, making it one of the more individualized financial advisor firms in the country.
The firm's headquarters is at 200 Crescent Court, Dallas, Texas 75201. The company is legally permitted to provide services to customers throughout 28 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Westwood Management Corp by the Numbers
$11.7 billion
105
467
$25.0 million
Fee Structure
A financial advisor's fees typically vary depending on the type of financial services offered. Fees charged by the firm likely include any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Westwood Management Corp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a broad range of clients. The firm provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 467 customers, Westwood Management Corp's biggest client group by number of accounts is retail investors, but it also manages money for 75 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 15.46%
- Other Individuals - 62.06%
- Corporations - 21.03%
- Charitable Organizations - 1.44%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Westwood Management Corp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Westwood Management Corp
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Houston, TX
Dallas, TX
Dallas, TX
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