linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Westwood Management Corp.

Headquartered in DALLAS, TX

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Westwood Management Corp. is a Dallas, Texas-based investment advisor with over $11.9 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolio advice and licensing. Westwood Management Corp. serves a variety of clients, including high net worth individuals, corporations, insurance companies, investment companies, pension plans, and state or municipal government entities.

Westwood Management Corp.

200 CRESCENT COURT

DALLAS, TX 75201

$11.92B

Assets Under Management

35

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

model portfolio advice and licensing

Model portfolio advice and licensing

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (5)

WESTWOOD MANAGEMENT CORP. has a total of 5 branch locations across the country.
location

DALLAS, TX

location

HOUSTON, TX

location

Crown Point, IN

location

Newtown, PA

location

WESTPORT, CT

Advisors at Westwood Management Corp.

View All 11 Advisors
Unclaimed
Parag Kirtikumar Sanghani

CFA®, RA

DALLAS, TX

View Profile
Unclaimed
Dan Hall Hinds

CFA®, RA

HOUSTON, TX

View Profile
Unclaimed
Michael Carl Blaze

RA

DALLAS, TX

View Profile
Unclaimed
Gregory Allen Reid

RA

DALLAS, TX

View Profile
Unclaimed
Anibal Jose Angel

RA

DALLAS, TX

View Profile
Unclaimed
Bradley Steven Eisen

RA

WESTPORT, CT

View Profile
Unclaimed
Frank Theodore Gardner

CFA®, RA

HOUSTON, TX

View Profile
Unclaimed
Harry Bernard Breda

RA

DALLAS, TX

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Westwood Management Corp. is right for you?

Disclosures

There are no public disclosures for Westwood Management Corp..

Frequently Asked Questions (9)

Not sure if Westwood Management Corp. is right for you?