GR

Gregory Allen Reid

34 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
289 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$2.5M
Financial Planning:Investment management only

Westwood charges fees based on a percentage of assets under management, and for some strategies, performance-based fees or a combination of both. Fees are negotiable depending on account size, complexity, and services requested. Minimum account sizes may be waived at Westwood's discretion. Model portfolio fees are also negotiable and may be tiered depending on the platform's asset potential, advisor base, operational complexity, and the breadth of services and support required.

Areas of Practice
Investment Management
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Advisor Information

Office location

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

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2005
Settled
Other 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
May 2023 - Present · 2 yrs 8 mos
Salient Advisors, L.P.
August 2018 - Present · 7 yrs 5 mos
The Salient Zarvona Energy Fund Gp, L.P.
August 2015 - Present · 10 yrs 5 mos
Salient Capital L.P.Broker
August 2011 - Present · 14 yrs 5 mos
Previous Registrations
Forward Management, LLC
August 2018 - November 2022 · 4 yrs 3 mos
Endowment Advisers, L.P.
August 2018 - March 2021 · 2 yrs 7 mos
Forward Securities, LLCBroker
July 2018 - June 2023 · 4 yrs 11 mos
Salient Private Client, LLC
August 2017 - July 2018 · 11 mos
Rdg Capital Management LLC
January 2011 - March 2015 · 4 yrs 2 mos
Salient Capital Advisors, LLC
June 2010 - November 2022 · 12 yrs 5 mos
Telemus Investment Management, LLC
November 2008 - July 2010 · 1 yr 8 mos
Telemus Investment Brokers, LLCBroker
May 2007 - July 2010 · 3 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - May 2007 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 1997 - May 2007 · 9 yrs 10 mos
Goldman, Sachs & CO. Broker
September 1991 - August 1997 · 5 yrs 11 mos
State Registrations52 states
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Exams
No exam information available for this advisor.
Gregory Allen Reid - Financial Advisor | AdvisorDiscover