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Westwood Holdings Group, Inc.
200 Crescent Court
Suite 1200
Phone: (214) 756-6900Dallas, TX  75201  United StatesTicker: WHG

Business Summary
Westwood Holdings Group, Inc. (Westwood) manages investment assets and provides services for its clients through its two subsidiaries, Westwood Management Corp. (Westwood Management) and Westwood Trust. Westwood Management provides investment advisory services to corporate retirement plans, public retirement plans, endowments and foundations, a family of mutual funds, which the Company calls the WHG Funds, other mutual funds and clients of Westwood Trust. Westwood Trust provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high net worth individuals. Westwood’s revenues are generally derived from fees based on a percentage of assets under management.
(Source: 10-K)
 
Financial Information
Financial Ratings:Z'' Score  FRISK Score
Latest Financial Statements
and Analyses:
12/31/2009    Annual Financials    Quarterly Financials    
Current Fiscal Period:4Q 2009
Fiscal Year End:December
Last Audit:12/31/2008
Auditors:Grant Thornton LLP
Audit Opinion:Unqualified
SEC Filings:Management Discussion & Analysis    Full Filings    
 
Stock Performance
 
News Stories
Date
Headline
2/6/2010Westwood Holdings Group, Inc. -- updated financials available
2/4/2010WESTWOOD HOLDINGS GROUP INC FILES (8-K) Disclosing Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits
2/4/2010Westwood Holdings Group, Inc. Reports 2009 Results; Assets under Management Increase 42% Year-over-Year to Record $10.2 Billion; Assets in WHG Funds Increase 124% Year-over-Year to $566 Million
40 additional News Stories available in full report.
 
Industries
Type
Code
Description
SectorFINANCFinancial
IndustryBROKERInvestment Services
SIC6282Investment Advice
6733Trusts, Except Educational, Religious, And Charitable
NAICS52392Portfolio Management
523991Trust, Fiduciary, and Custody Activities
52393Investment Advice
 
Management

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board, Chief Investment OfficerSusan M. Byrne621/1/200612/1/2001
President, Chief Executive Officer, Secretary, DirectorBrian O. Casey451/1/200612/1/2001
Chief Financial Officer, Vice PresidentWilliam R. Hardcastle417/27/20057/27/2005
5 additional Management records available in full report.
 
General Information
Number of Employees:63 (As of 9/30/2009)
Outstanding Shares:7,151,472 (As of 12/31/2009)
Shareholders:169 (As of 12/31/2008)
Stock Exchange:NYSE
Federal Tax Id:752969997
Fax Number:(214) 756-6979
Email Address:IR@westwoodgroup.com
 

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