WESTWOOD ASSET MANAGEMENT, LLC: The Trusted Financial Expert
WESTWOOD ASSET MANAGEMENT, LLC is a premier financial services firm that provides expert advice and management for clients seeking wealth preservation and growth. With a team of experienced advisors, the company prides itself on its ability to understand and address the unique financial needs of each client.
How does the advisor help clients – Key Takeaways:
- Expertise in wealth preservation and growth
- Personalized financial advice and management
- Understand and address unique financial needs
Facts and Insights
WESTWOOD ASSET MANAGEMENT, LLC has been in business since 2001 and currently has $2.5 billion in assets under management. The firm has a team of 8 experienced advisors who are dedicated to providing top-notch financial services to clients. With their in-depth knowledge and experience, the company has established itself as a trusted financial expert in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 8 | 17 years |
Financial Services Offered
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
WESTWOOD ASSET MANAGEMENT, LLC caters to a diverse range of clients, including high net worth individuals, families, and businesses. The company understands that each client has their own unique financial goals and needs, and therefore provides personalized solutions to help them achieve their goals.
Fees & Compensation
The firm charges a percentage of assets under management as their fee, which is determined based on the size of the client’s portfolio. They believe in complete transparency and provide clients with a detailed breakdown of all fees and expenses involved. Furthermore, the company does not receive any compensation from third-party sources, ensuring their advice is unbiased and in the client’s best interest.
Background
Founded in 2001, WESTWOOD ASSET MANAGEMENT, LLC is a registered investment advisor that is dedicated to helping clients achieve their financial goals. The firm is committed to providing exceptional service and customized solutions to help clients manage and grow their wealth. With their expert advisors and client-centric approach, the company has built a strong reputation in the financial services industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, WESTWOOD ASSET MANAGEMENT, LLC is committed to operating with the highest ethical standards and in compliance with all regulations. The firm has no disclosures or regulatory actions on its record, ensuring clients have peace of mind when working with the company.