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Broxton Capital Advisors

1063 Gayley Avenue
Los Angeles, California 90024
United States
 
Contact :      Patrick Chandler
Phone :       310-208-2151
Fax :             310-208-2228
Email :         patrick@broxtoncapital.com
Web :           http://www.broxtoncapital.com

Broxton Capital Advisors Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $100
Tax-Exempt Managed ($Mil) : $9
Taxable Assets Managed ($Mil) : $95
Year Founded : 2005
Wrap Programs Offered? : No
# of Accounts Managed : 244
In-House Research : 98 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Broxton Capital Advisors History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
236
$95.7 MM
 
Limited Partnership :
2
$1.7 MM
 
Foundations :
4
$5.1 MM
ERISA :
3
$1.4 MM
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 5 Analysts : 1
Portfolio Managers : 3 Traders : 2
Client Service : 2 Operation : 1

Broxton Capital Advisors Personnel

Mr.  Patrick Chandler

Marketing Director
Tel : 310-208-2151
Email: patrick@westwoodam.com

Mr.  R. Allen  Cooke

Portfolio Manager
Tel : 310-208-2151
Email: allen@westwoodam.com
Allen, the Portfolio Manager and founder of Westwood Asset Management, has over fifteen years of experience serving institutional and individual clients in the securities industry. Prior to Westwood Asset Management, Allen researched and correctly forecasted a number of economic situations involving markets and industries and his financial history also includes complex analysis of individual companies. Previous to Westwood Allen was the head of high yield fixed income research and trading for Western International Securities. Allen holds licenses : including the Research Analyst series 86 & 87, Interest Rate, series 7 and 65. Allen is a graduate of the University of Arizona.

Broxton Capital Advisors Product Name

Broxton Core/ Go Anywhere Composite:Privately Managed Accounts
Report Created: September,20 2020.  Copyright Money Manager Review , All rights Reserved.
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