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WESTWOOD MANAGEMENT CORP
DALLAS, TX
214-756-6900
SEC #801-18727Total AUM
$12.5B
Employees
95Clients
251Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
200 CRESCENT COURT
SUITE 1200
DALLAS
TX 75201
United States
SUITE 1200
DALLAS
TX 75201
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
214-756-6900
Other Offices
2
Financials
Total AUM
$12.5B
Accounts
249Discretionary
$12.5B
Accounts
249Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
146AUM
$195.7M
HNW Individual Clients
19AUM
$81.7M
Banking Clients
1AUM
$0
Investment Company Clients
24AUM
$5.8B
Pooled Vehicle Clients
16AUM
$1.5B
Pension/Profit Sharing Plan Clients
10AUM
$1.1B
Charitable Organization Clients
7AUM
$248.1M
Government Entity Clients
18AUM
$2.7B
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$474.7M
Corporation or Business Clients
7AUM
$307M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIO ADVICE AND LICENSING
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAIAILINKSLAMAMDMIMNMONCNJNMNVNYOHOKORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.