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Julie Ann Perlow Greene

WESTWOOD MANAGEMENT CORPORATION·CHICAGO, Illinois
Unclaimed Profile
190 S LASALLE STREET, CHICAGO, IL 60603CRD# 7758302Firm CRD# 110354
01

About

Julie Ann Perlow Greene is a registered financial advisor based in CHICAGO, Illinois, affiliated with WESTWOOD MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
WESTWOOD MANAGEMENT CORPORATION
WESTWOOD MANAGEMENT CORPORATION
AUM
$799M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WESTWOOD MANAGEMENT CORPORATION →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7758302
Firm CRD# 110354
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Ann Perlow Greene offer?
Julie Ann Perlow Greene specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Julie Ann Perlow Greene's credentials?
Julie Ann Perlow Greene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Perlow Greene located?
Julie Ann Perlow Greene is based in CHICAGO, Illinois, working with WESTWOOD MANAGEMENT CORPORATION. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Julie Ann Perlow Greene charge for services?
Julie Ann Perlow Greene's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTWOOD MANAGEMENT CORPORATION?
WESTWOOD MANAGEMENT CORPORATION has approximately 4 employees and manages $799M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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