Westwood Advisory Services, Inc.

New Mexico
Registered In
05/22/2007
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction

Company Summary

Westwood Advisory Services, Inc. at 150 Central Park Sq STE 2, Los Alamos, Nm 87544 lists James Bradley Hall and Tom R Teague as associates.

Registered In
New Mexico
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Texas
Company Type
Foreign Profit Corporation
Status
Active
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Legalinc Corporate Services Inc. Registered Agent
150 CENTRAL PARK SQ STE 2, LOS ALAMOS, NM 87544
James Bradley Hall Secretary
Tom R Teague Director
Tom Teague Chairman of the Board
150 CENTRAL PARK SQ STE 2, LOS ALAMOS, NM 87544 View Map
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034 View Map

Financial Information for Westwood Advisory Services, Inc.

Form 5500

WESTWOOD ADVISORY SERVICES, INC

3198 Parkwood Blvd APT 11076, Frisco, Tx 75034 (972) 292-7627 EIN:75-2452594 Plan Admin:Jeff Edwards
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWESTWOOD ADVISORY SERVICES WRAP PLAN Plan #502 Participants BOY/EOY250 / 276 Assets BOY/EOY$0 / $0 2023 WESTWOOD ADVISORY SERVICES WRAP PLAN - Plan #502 250 / 276 $0 / $0
2022 Plan NameWESTWOOD ADVISORY SERVICES WRAP PLAN Plan #502 Participants BOY/EOY265 / 255 Assets BOY/EOY$0 / $0 2022 WESTWOOD ADVISORY SERVICES WRAP PLAN - Plan #502 265 / 255 $0 / $0
2021 Plan NameWESTWOOD ADVISORY SERVICES WRAP PLAN Plan #502 Participants BOY/EOY289 / 266 Assets BOY/EOY$0 / $0 2021 WESTWOOD ADVISORY SERVICES WRAP PLAN - Plan #502 289 / 266 $0 / $0
2020 Plan NameWESTWOOD ADVISORY SERVICES WRAP PLAN Plan #502 Participants BOY/EOY290 / 305 Assets BOY/EOY$0 / $0 2020 WESTWOOD ADVISORY SERVICES WRAP PLAN - Plan #502 290 / 305 $0 / $0
2019 Plan NameWESTWOOD ADVISORY SERVICES WRAP PLAN Plan #502 Participants BOY/EOY294 / 288 Assets BOY/EOY$0 / $0 2019 WESTWOOD ADVISORY SERVICES WRAP PLAN - Plan #502 294 / 288 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WESTWOOD ADVISORY SERVICES, INC.

3198 Parkwood Boulevard, #11076, FRISCO, TX 75034-9512 Industry:New Multifamily Housing Construction (except For-Sale Builders)
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$3,805,300 Forgiven$3,851,915 LenderCommerce Bank Jobs297 04/04/2020 $3,805,300 $3,851,915 Commerce Bank 297
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

New Mexico Secretary of State U.S. Department of Labor U.S. Small Business Administration
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