Unclaimed Profile

Aaron Paul Graft

TRIUMPH CAPITAL ADVISORS LLC·DALLAS, Texas

Clean recordTRIUMPH CAPITAL ADVISORS LLC

12700 PARK CENTRAL DRIVE, SUITE 1700, DALLAS, TX 75251CRD# 6199343Firm CRD# 167408

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Paul Graft · DALLAS, TX

Registration

CRD #6199343 · TRIUMPH CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Aaron Paul Graft is a registered financial advisor based in DALLAS, Texas, affiliated with TRIUMPH CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WHITESTAR ASSET MANAGEMENT LLC

AUM

$4.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHITESTAR ASSET MANAGEMENT LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6199343

Firm CRD# 167408

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aaron Paul Graft offer?

Aaron Paul Graft specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Aaron Paul Graft's credentials?

Aaron Paul Graft is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Paul Graft located?

Aaron Paul Graft is based in DALLAS, Texas, working with TRIUMPH CAPITAL ADVISORS LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Aaron Paul Graft charge for services?

Aaron Paul Graft's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIUMPH CAPITAL ADVISORS LLC?

TRIUMPH CAPITAL ADVISORS LLC has approximately 45 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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