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Aaron Paul Graft

TRIUMPH CAPITAL ADVISORS LLC·DALLAS, Texas
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12700 PARK CENTRAL DRIVE, SUITE 1700, DALLAS, TX 75251CRD# 6199343Firm CRD# 167408
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WHITESTAR ASSET MANAGEMENT LLC
WHITESTAR ASSET MANAGEMENT LLC
AUM
$4.0B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at WHITESTAR ASSET MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6199343
Firm CRD# 167408
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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