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WESTWOOD MANAGEMENT CORP
CRD 110269 · SEC 801-18727
200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201, United States
Phone
214-756-6900
Fax
214-756-6979
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.46B
Discretionary AUM
$12.46B
Team
95 total employees; 68 advisory reps; 40 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)MODEL PORTFOLIO ADVICE AND LICENSING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $195.7M |
| High net worth individuals | 19 | $81.7M |
| Investment companies | 24 | $5.76B |
| Pooled investment vehicles | 16 | $1.52B |
| Pension/profit sharing plans | 10 | $1.14B |
| Charitable organizations | 7 | $248.1M |
| State/municipal entities | 18 | $2.72B |
| Corporations/business entities | 7 | $307.0M |
States served
AZ, CA, CO, DE, DC, GA, IL, IN, IA, KS, LA, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, CT, FL
All web addresses on file
- HTTP://WWW.WESTWOODGROUP.COM
- HTTP://TWITTER.COM/WESTWOOD_GROUP
- HTTP://LINKEDIN.COM/COMPANY/1059301/
- https://www.youtube.com/channel/UC1QSC4T_ONtHi-SC3cIrDOQ
- https://www.glassdoor.com/Overview/Working-at-Westwood-Holdings-Group-EI_IE14318.11,34.htm
- http://westwoodetfs.com
- HTTP://WWW.WESTWOODFUNDS.COM
- https://www.linkedin.com/company/westwoodholdingsgroup
- HTTP://FACEBOOK.COM/WESTWOODHOLDINGSGROUP/
Official SEC filing: View on IAPD