Westwood Advisory Services, Inc.

Utah
Registered In
05/06/2008
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction

Company Summary

Westwood Advisory Services, Inc. in Frisco, TX was registered on 05/06/2008. It is listed at 3895 Parkwood Blvd STE 11076, Frisco, Tx 75034.

Registered In
Utah
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Texas
Company Type
Corporation - Foreign - Profit
Status
Expired - Voluntarily Withdrawn
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Principal Office (For Service Of Process) Registered Agent
3198 PARKWOOD BLVD # 11076, FRISCO, TX 75034
3895 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.
Related Business Names:
Westwood Advisory Services, Inc. Registered in Arizona
Frisco, TX Scottsdale, AZ (1 more) View Report
Westwood Advisory Services, Inc. Registered in California
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Westwood Advisory Services, Inc. Registered in New Mexico
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Westwood Advisory Services, Inc. Registered in Texas
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The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration
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