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WESTWOOD WEALTH MANAGEMENT
Tel: 2147566900
200 Crescent Court Suite 1200
Dallas, Texas 75201
WESTWOOD WEALTH MANAGEMENT
WESTWOOD WEALTH MANAGEMENT is a Dallas, Texas based financial advisory firm with nearly $433,271,448 in assets under management and provides investment advisory services for 383 clients. There are currently 68 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (ROBO ADVISORY PLATFORM)
Fee Structure:
A percentage of AUM, Fixed fees, Commission Based, Performance Based
Firm CRD#:
132162
SEC#:
801-63410
No. of Clients:
383
Assets under Management
$433,271,448
No. of Advisors:
68
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