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Matthew Robert Grandits

Westwood Management Corp.

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About Matthew Robert Grandits

Matthew Robert Grandits is a financial advisor with Westwood Management Corp. Matthew has been in the industry since 2012 and holds the Series 66, Series 7, and SIE licenses. Matthew has experience working with a variety of clients including high-net-worth individuals, corporations, pension funds, and state and municipal governments. Matthew previously worked at CUNA Brokerage Services, Inc. and Salient Capital, L.P. Matthew is registered with the state of Texas for both investment advisory and brokerage services.

Firm Information

Matthew Grandits 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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Matthew Grandits’s Registration & Firm History

TX

05/01/2023 - Present

Westwood Management Corp. (HOUSTON TX)

TX

04/12/2012 - 01/05/2015

CUNA BROKERAGE SERVICES, INC. (SUGAR LAND TX)

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Licenses & Designations

BOTH

Issued 06/22/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Robert Grandits.
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