AA

Anibal Jose Angel

20 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
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 · 2 yrs 11 mos
Salient Capital L.P.Broker
July 2011 - Present · 14 yrs 6 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, LLC Broker
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
Exams
No exam information available for this advisor.