Overview
Assets Under Management: $433 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 61
Average Client Assets: $3 million
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