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Gibran Warris Mahmud

WHITESTAR ASSET MANAGEMENT LLC·DALLAS, Texas
Clean recordWHITESTAR ASSET MANAGEMENT LLC
200 CRESCENT COURT, DALLAS, TX 75201-1834CRD# 6199346Firm CRD# 167408

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gibran Warris Mahmud · DALLAS, TX
Registration
CRD #6199346 · WHITESTAR ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gibran Warris Mahmud is a registered financial advisor based in DALLAS, Texas, affiliated with WHITESTAR ASSET MANAGEMENT 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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6199346
Firm CRD# 167408
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gibran Warris Mahmud offer?
Gibran Warris Mahmud specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Gibran Warris Mahmud's credentials?
Gibran Warris Mahmud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gibran Warris Mahmud located?
Gibran Warris Mahmud is based in DALLAS, Texas, working with WHITESTAR ASSET MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Gibran Warris Mahmud charge for services?
Gibran Warris Mahmud'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 WHITESTAR ASSET MANAGEMENT LLC?
WHITESTAR ASSET MANAGEMENT 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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