Dan Hinds is a CFA-designated registered investment advisor at Westwood Management CORP, based in Houston, TX, with 22 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 289 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westwood Management Corp. charges a percentage of the assets they manage. Fees are negotiable and depend on the account size, complexity, and services requested. Minimum account sizes may be waived. Fees are typically billed quarterly in advance for separately managed accounts and monthly in arrears for pooled investments. Some clients may be invested in mutual funds or exchange traded funds, which assess additional fees.
Location
10000 Memoriaal Drive, Suite 650, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dan is a full-time research analyst at Westwood Management Corp., an investment management firm, since November 2022.
Employment History
Current Registrations
Westwood Management CORP
Salient Capital L.P.Broker
Previous Registrations
Salient Capital Advisors, LLC
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
A I M Distributors, INC.Broker
State Registrations1 state
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