Matthew
Grandits

Westwood Management Corp

CRD#6043525
Investment Advisor
in Houston, TX

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About this Advisor

Matthew Grandits is a financial advisor based in Houston, Texas, working with Westwood Management Corp. Matthew has previously held positions at Houston Federal Credit Union, Cuna Brokerage Services, Inc, Salient Partners, L.P, Salient Capital, L.P, Salient Capital Advisors, LLC, and Westwood Management Corp. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Matthew is part of Westwood Management Corp, which operates out of Houston, Texas. The firm has 2 offices and 98 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Westwood Management Corp includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

10000 Memorial Drive Suite 650
Houston, TX 77024

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Westwood Management Corp Brokerage Details

Total Assets Under Management

$11,916,051,045

TX Average: $3,042,739,679
Total Number of Employees

98

TX Average: 49
Total Number of Accounts

307

TX Average: 2,315
Average Account Size

$38,814,499

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Matthew Grandits Work History

2022 - Present (2 years)

Westwood Management Corp

2014 - Present (10 years)

Salient Capital, L.P

2014 - 2022 (8 years)

Salient Partners, L.P

2014 - 2022 (8 years)

Salient Capital Advisors, LLC

2012 - 2014 (2 years)

Cuna Brokerage Services, Inc

2011 - 2014 (3 years)

Houston Federal Credit Union

Disclosures

Please visit the SEC profile of Matthew Grandits to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Westwood Management Corp

Harry Breda
Dallas, TX
Bradley Eisen
Westport, CT
Steven Blokdyk
Dallas, TX
Dan Hinds
Houston, TX
Parag Sanghani
Dallas, TX
Matthew Grandits
Houston, TX
Frank Gardner
Houston, TX
Gregory Reid
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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