Overview
Assets Under Management: $799 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 95
Average Client Assets: $5.2 million
Frequently Asked Questions
WESTWOOD MANAGEMENT CORPORATION 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 #110354), WESTWOOD MANAGEMENT CORPORATION is subject to fiduciary duty under federal law.
WESTWOOD MANAGEMENT CORPORATION is headquartered in CHICAGO, IL.
WESTWOOD MANAGEMENT CORPORATION serves 95 high-net-worth clients according to their SEC filing dated June 02, 2023. View client details ↓
According to their SEC Form ADV, WESTWOOD MANAGEMENT CORPORATION offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
WESTWOOD MANAGEMENT CORPORATION manages $799 million in client assets according to their SEC filing dated June 02, 2023.
According to their SEC Form ADV, WESTWOOD MANAGEMENT CORPORATION serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.52%
Average Client Assets: $5.2 million
Total Client Accounts: 113
Discretionary Accounts: 113
Regulatory Filings
CRD Number: 110354
Filing ID: 1766469
Last Filing Date: 2023-06-02 17:39:00