PS
CFA

Parag Kirtikumar Sanghani

17 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

Parag is a Senior Portfolio Manager at Westwood Management Corp., a full-time position since 2022. He also serves as an advisor for En Industries Group Holdings, Ltd, dedicating minimal time to this role.

Employment History
Current Registrations
Westwood Management CORP
May 2023 - Present · 2 yrs 8 mos
Salient Capital L.P.Broker
June 2011 - Present · 14 yrs 7 mos
Previous Registrations
Salient Capital Advisors, LLC
June 2011 - November 2022 · 11 yrs 5 mos
Telemus Investment Brokers, LLCBroker
July 2008 - June 2009 · 11 mos
Raymond James & Associates, INC. Broker
September 2004 - September 2006 · 2 yrs
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.