Westwood Advisors LLC
Legal Name: WESTWOOD ADVISORS, L.L.C
Full Contact Details
Westwood Advisors LLC
200 CRESCENT COURT, SUITE 1200, DALLAS, TX
2147566900
2147566979
Other Info
Westwood Advisors LLC, legally known as WESTWOOD ADVISORS, L.L.C., is a limited liability company based in Nebraska that has been registered with the U.S. Securities and Exchange Commission since July 1, 2004. With a team of 47 professionals, including 22 in advisory roles, this firm's client base and services remain undisclosed. The SEC has approved its status, allowing Westwood Advisors LLC to continue providing financial advisory services.
Just a moment...
westwoodgroup.com Checking if the site connection is secure Enable JavaScript and cookies to continue westwoodgroup.com needs to review the security of your connection before proceeding. Ray ID: 799a52897afeceaf Performance & security by Cloudflare
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.
Just a moment...
www.westwoodgroup.com Checking if the site connection is secure Enable JavaScript and cookies to continue www.westwoodgroup.com needs to review the security of your connection before proceeding. Ray ID: 799daa0ffa7a2f5d Performance & security by Cloudflare
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.
Direct Owners
-
FABIAN GOMEZ
CHIEF OPERATING OFFICER owns less than 5%
-
JOHN ANTHONY EHINGER
VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER owns less than 5%
-
JOHN PORTER MONTGOMERY
MANAGING MEMBER owns less than 5%
-
JULIE KRAMER GERRON
SVP, GENERAL COUNSEL& CCO owns less than 5%
-
MURRAY FORBES
SVP, CHIEF FINANCIAL OFFICER, TREASURER owns less than 5%
-
WESTWOOD HOLDINGS GROUP, INC.
OWNER owns 75% or more
Custodians
-
JUSTIN STATE BANK
United States -
WESTWOOD TRUST
United States