|
⚲
|
| Westwood Management Corporation
✚
|
|
|---|---|
| CRD # | 110354 |
| SEC # | 801-11728 |
| CIK # | 0001607760 |
| AUM | $799.3 MM (2023-03-23) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 312-236-3336 |
| Address | 190 S LaSalle Street Chicago, IL 60603 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.6 |
| (b) Individuals (high net worth individuals) | 95 | 491.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 186.1 |
| (h) Charitable organizations | 5 | 42.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 78.0 |
| (n) Other | 0 | 0.0 |
| Total | 113 | 799.3 |
| By Discretionary | ||
| Discretionary | 113 | 799.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 113 | 799.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 799.3 | |
| Total | 113 | 799.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001607760] |
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|---|---|---|
|
The Pinnacle Financial Group
✚
|
NY | 0.8 |
|
Strategic Investment Advisors LLC
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|
MI | 0.8 |
|
Wespac Advisors LLC
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CA | 0.8 |
|
Evermay Wealth Management LLC
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VA | 0.8 |
|
KEB Asset Management LLC
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IL | 0.8 |
|
Shepherd Financial Partners LLC
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MA | 0.8 |
|
Park Piedmont Advisors LLC
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|
IL | 0.8 |
|
Lake Street Financial LLC
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|
IL | 0.8 |
|
Financial Advisory Corporation
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MI | 0.8 |
|
Levy Wealth Management Group LLC
✚
|
PA | 0.8 |