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Anibal Angel

20 Years of Experience
Broker

Anibal Angel is a registered investment advisor at Westwood Management CORP, based in Dallas, TX, with 20 years of industry experience. Anibal 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
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
289 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$2.5M
Investment management only (planning not offered)

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.

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Location

200 Crescent Court, Suite 1200, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anibal works as a trader for Westwood Management Corp., an investment management firm, since November 2022. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Westwood Management CORP
February 2023 - Present · 3 yrs 2 mos
Salient Capital L.P.Broker
July 2011 - Present · 14 yrs 9 mos
Previous Registrations
Salient Capital Advisors, LLC
September 2011 - November 2022 · 11 yrs 2 mos
Telemus Investment Brokers, LLCBroker
June 2007 - July 2010 · 3 yrs 1 mo
Wachovia Securities, LLCBroker
April 2006 - May 2007 · 1 yr 1 mo
Wachovia Securities, LLC
March 2006 - May 2007 · 1 yr 2 mos
UBS Financial Services INC.
March 2004 - October 2004 · 7 mos
UBS Financial Services INC.Broker
May 2003 - October 2004 · 1 yr 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.