Westwood Holdings Group Inc
Company Profile
Business description
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high-net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States.
Contact
200 Crescent Court
Suite 1200
DallasTX75201
USAT: +1 214 756-6900
Sector
Financial Services
Stock type
Cyclical
Industry
Asset Management
Fiscal Year End
31 December 2025
Employees
145
Morningstar Investment Ideas
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