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Anibal Jose Angel

Westwood Management Corp.

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About Anibal Jose Angel

Anibal Angel is a registered investment advisor representative with Westwood Management Corp. in Dallas, TX. Anibal Angel has been in the financial services industry since 2003 and has held previous positions with Telemus Investment Brokers, LLC, Wachovia Securities, LLC and UBS Financial Services Inc.. Anibal Angel specializes in providing portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Anibal Angel has passed the Series 66, Series 7 and Series 65 exams.

Firm Information

Anibal Angel is currently registered with Westwood Management Corp.. 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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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.

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percentage of assets

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

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performance-based fees

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

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Anibal Angel’s Registration & Firm History

TX

02/16/2023 - Present

Westwood Management Corp. (HOUSTON TX)

TX

06/08/2007 - 07/01/2010

TELEMUS INVESTMENT BROKERS, LLC (HOUSTON TX)

TX

04/06/2006 - 05/30/2007

WACHOVIA SECURITIES, LLC (HOUSTON TX)

NJ

05/19/2003 - 10/01/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 09/02/2011

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/24/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anibal Jose Angel.
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