WM
WESTWOOD MANAGEMENT CORP
SEC RegisteredDALLAS, TXhttps://westwoodgroup.com214-756-6900
Assets Under Management
$5B–$25B
Employees
95
Office Locations
3 offices
Total Accounts
249
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 146 | $196M |
| High Net Worth Individuals | 19 | $82M |
| Pension/Profit Sharing Plans | 16 | $1.5B |
| Charitable Organizations | 10 | $1.1B |
| State/Municipal Entities | 7 | — |
40 total clients reported on Form ADV.
Leadership
Susan Byrne Montgomery
CHAIRMAN AND DIRECTOR
Brian Oconnor Casey
PRESIDENT AND CEO, DIRECTOR
Inc. Westwood Holdings Group
OWNER
Julie Kramer Gerron
SENIOR VICE PRESIDENT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
Fabian Gomez
CHIEF OPERATING OFFICER
Murray Forbes
SVP, CHIEF FINANCIAL OFFICER, TREASURER
Office locations
3 offices in 2 states
TX
DALLASHQ
TX
HOUSTON
IL
OAK BROOK
Advisors at this firm
12 advisors in the directory
Anibal Jose Angel
Investment Adviser Representative
Michael Carl Blaze
Investment Adviser Representative
Harry Bernard Breda
Investment Adviser Representative
Christopher James Doran
Investment Adviser Representative
Bradley Steven Eisen
Investment Adviser Representative
David I Friedman
Investment Adviser Representative
Frank Theodore Gardner
Investment Adviser Representative
Matthew Robert Grandits
Investment Adviser Representative
Dan Hall Hinds
Investment Adviser Representative
William J Hunter
Investment Adviser Representative
Gregory Allen Reid
Investment Adviser Representative
Parag Kirtikumar Sanghani
Investment Adviser Representative
Regulatory & compliance
CRD number
#110269
SEC Number
801-18727
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
westwoodgroup.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WESTWOOD MANAGEMENT CORP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.