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Westwood Holdings Group, Inc.
SUITE 1200, 200 CRESCENT COURT
Phone: (214) 756-6900p:214 756-6900 DALLAS, TX  75201  United States Ticker: WHGWHG

Business Summary
Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Company’s advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.
(Source: 10-K)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
12/31/202312/31/2023YesYes--Yes

Industries
SIC Code Description
6282 Investment advice
6091 Nondeposit trust facilities

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Independent Chairman of the Board Richard M.Frank 75 5/1/2015 2/8/2006
President FabianGomez 57 5/25/2022 2/7/2018
Chief Executive Officer, Director Brian O.Casey 59 5/25/2022 12/1/2001
9 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Woodway Financial Advisors 10000 Memorial Drive Houston TX United States

Business Names
Business Name
McCarthy Group Advisors, LLC
Salient Partners, L.P.
Westwood Advisors, LLC
5 additional Business Names available in full report.

General Information
Number of Employees: 145 (As of 12/31/2023)
Outstanding Shares: 9,330,762 (As of 3/4/2024)
Shareholders: 190
Stock Exchange: NYSE
Federal Tax Id: 752969997
Fax Number: (214) 756-6979
Email Address: IR@westwoodgroup.com


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Friday, March 29, 2024