CreditRiskMonitor is a financial risk analysis and news service for credit, supply chain and financial professionals.  Our strength in coverage spans 58,000 global public companies, totaling about $70 trillion in corporate revenue.  We also offer solutions that can help ease private company financial risk assessment.  Leading corporations around the world – including more than 35% of the Fortune 1000, plus thousands more worldwide – rely on us to help them stay ahead of financial risk quickly, accurately and cost-effectively. 

A partial report preview for Westwood Holdings Group, Inc. is shown below.  Where indicated by "Yes," CreditRiskMonitor contains this information in its extensive database.  To get access to the full report and learn more about CreditRiskMonitor's robust financial risk analysis and timely news service, request a personalized demo and free trial today.

If you are already a subscriber and want to access the full report, click here.

Westwood Holdings Group, Inc.
SUITE 1200, 200 CRESCENT COURT
Phone: (214) 756-6900p:214 756-6900 DALLAS, TX  75201  United States Ticker: WHGWHG
Business Summary
Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Company’s advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202412/31/2023YesYes--Yes

Industries
SIC Code Description
6282 Investment advice
6091 Nondeposit trust facilities

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board Richard M.Frank 76 5/1/2015 2/8/2006
President FabianGomez 58 5/25/2022 2/7/2018
Chief Executive Officer, Director Brian O.Casey 60 5/25/2022 12/1/2001
6 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Woodway Financial Advisors 10000 Memorial Drive Houston TX United States

Business Names
Business Name
McCarthy Group Advisors, LLC
Salient Partners, L.P.
Westwood Advisors, LLC
5 additional Business Names available in full report.

General Information
Number of Employees: 145 (As of 12/31/2023)
Outstanding Shares: 9,271,573 (As of 10/24/2024)
Shareholders: 190
Stock Exchange: NYSE
Federal Tax Id: 752969997
Fax Number: (214) 756-6979
Email Address: IR@westwoodgroup.com


Copyright © 2024 CreditRiskMonitor.com (Ticker: CRMZ). All rights reserved.     
By using this website, you accept the Terms of Use Agreement.
Wednesday, November 20, 2024