Gregory Reid is a registered investment advisor at Westwood Management CORP, based in Dallas, TX, with 34 years of industry experience. Gregory 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
200 Crescent Court, Suite 1200, Dallas, TX, 75201
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Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Gregory is the President of Real Assets at Westwood Management Corp., a full-time position. He is also the General Partner and Sole Member of RDG Capital Management LLC, dedicating a few hours per week to management activities.
Employment History
Current Registrations
Westwood Management CORP
Salient Advisors, L.P.
The Salient Zarvona Energy Fund GP, L.P.
Salient Capital L.P.Broker
Previous Registrations
Forward Management, LLC
Endowment Advisers, L.P.
Forward Securities, LLCBroker
Salient Private Client, LLC
Rdg Capital Management LLC
Salient Capital Advisors, LLC
Telemus Investment Management, LLC
Telemus Investment Brokers, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.