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David I Friedman

21 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

David works as a Senior External Wholesaler at Westwood Management Corp. since 2019, focusing on financial sales and dedicating full-time hours to this role.

Employment History
Current Registrations
Salient Capital L.P.
January 2025 - Present · 1 yr
Salient Capital L.P.Broker
January 2025 - Present · 1 yr
Westwood Management CORP
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Foreside Fund Services, LLCBroker
August 2019 - December 2024 · 5 yrs 4 mos
New York Life Investment Management LLC
May 2011 - July 2019 · 8 yrs 2 mos
Eagle Strategies LLC
October 2010 - May 2011 · 7 mos
Nylife Distributors LLCBroker
February 2010 - July 2019 · 9 yrs 5 mos
New York Life Investment Management LLC
February 2010 - October 2010 · 8 mos
Lord, Abbett & CO. LLC
November 2004 - January 2010 · 5 yrs 2 mos
Lord Abbett Distributor LLCBroker
September 2004 - January 2010 · 5 yrs 4 mos
State Registrations13 states
CTDCDEMAMDMENHNJNYPARITXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.