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David I Friedman

Westwood Management Corp.

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About David I Friedman

David I. Friedman is a financial advisor with Westwood Management Corp. David has been a financial advisor since 2004. David's current registrations include being registered as an investment advisor representative in Connecticut and Texas. David I. Friedman is also registered with the Financial Industry Regulatory Authority (FINRA). David has a Series 7 and a Series 66 securities license. David has worked at NYLIFE DISTRIBUTORS LLC, LORD ABBETT DISTRIBUTOR LLC and Westwood Management Corp. in the past.

Firm Information

David Friedman 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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David Friedman’s Registration & Firm History

TX

08/05/2019 - Present

Westwood Management Corp. (DALLAS TX)

NJ

02/18/2010 - 07/08/2019

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

NJ

09/01/2004 - 01/29/2010

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 11/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David I Friedman.
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