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WESTWOOD ADVISORS, L.L.C. ADV PART 3: Form CRS Disclosure June 2020Westwood Advisors, L.L.C., a Nebraska limited liability company, doing business as Westwood Wealth Management, is an SEC registered
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Westwood Advisors LLC is a financial advisory firm that provides investment management services.
Westwood Advisors LLC is required to file by individuals or entities that own or operate the financial advisory firm.
You can fill out the Westwood Advisors LLC form by providing all required information about the financial advisory firm, its ownership, management, and financial activities.
The purpose of Westwood Advisors LLC is to disclose financial information and ownership details of the financial advisory firm.
Information such as assets under management, client base, investment strategies, ownership structure, and key personnel must be reported on Westwood Advisors LLC.
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