Westwood Advisors LLC
Nombre legal: WESTWOOD ADVISORS, L.L.C
Detalles de contacto completos
Westwood Advisors LLC
200 CRESCENT COURT, SUITE 1200, DALLAS, TX
2147566900
2147566979
Otra información
Westwood Advisors LLC, legalmente conocida como WESTWOOD ADVISORS, L.L.C., es una compañía de responsabilidad limitada con sede en Nebraska que ha sido registrada ante la Comisión de Bolsa y Valores de los EE. UU. desde el 1 de julio de 2004. Con un equipo de 47 profesionales, incluyendo 22 en roles de asesoría, la base de clientes y servicios de esta firma permanecen sin revelar. La SEC ha aprobado su estatus, permitiendo a Westwood Advisors LLC continuar proporcionando servicios de asesoría financiera.
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Westwood Wealth Coach - Digital wealth advisory platform
Smart financial planning and the right mix of investments can help you achieve your life goals. We combine technology and unbiased human advice to help you get there.
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Westwood Wealth Coach - Digital wealth advisory platform
Smart financial planning and the right mix of investments can help you achieve your life goals. We combine technology and unbiased human advice to help you get there.
Propietarios directos
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FABIAN GOMEZ
CHIEF OPERATING OFFICER posee menos de 5%
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JOHN ANTHONY EHINGER
VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER posee menos de 5%
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JOHN PORTER MONTGOMERY
MANAGING MEMBER posee menos de 5%
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JULIE KRAMER GERRON
SVP, GENERAL COUNSEL& CCO posee menos de 5%
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MURRAY FORBES
SVP, CHIEF FINANCIAL OFFICER, TREASURER posee menos de 5%
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WESTWOOD HOLDINGS GROUP, INC.
OWNER posee 75% o más
Custodios
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JUSTIN STATE BANK
Estados Unidos -
WESTWOOD TRUST
Estados Unidos