Overview
Assets Under Management: $433 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 61
Average Client Assets: $3 million
Frequently Asked Questions
WESTWOOD ADVISORS, L.L.C is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132162), WESTWOOD ADVISORS, L.L.C is subject to fiduciary duty under federal law.
WESTWOOD ADVISORS, L.L.C is headquartered in DALLAS, TX.
WESTWOOD ADVISORS, L.L.C serves 61 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, WESTWOOD ADVISORS, L.L.C offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WESTWOOD ADVISORS, L.L.C manages $433 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, WESTWOOD ADVISORS, L.L.C serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.21
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 383
Discretionary Accounts: 383
Regulatory Filings
CRD Number: 132162
Last Filing Date: 2024-03-29 00:00:00
Website: https://westwoodgroup.com