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Katherine M. Gibert

SOUTHERN WEALTH MANAGEMENT LLP·DALLAS, Texas
Unclaimed Profile
5005 LBJ FREEWAY, DALLAS, TX 75244CRD# 5502411Firm CRD# 134714
01

About

Katherine M. Gibert is a registered financial advisor based in DALLAS, Texas, affiliated with SOUTHERN WEALTH MANAGEMENT LLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOUTHERN WEALTH MANAGEMENT LLP
SOUTHERN WEALTH MANAGEMENT LLP
AUM
$2.3B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at SOUTHERN WEALTH MANAGEMENT LLP →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5502411
Firm CRD# 134714
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine M. Gibert offer?
Katherine M. Gibert specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Katherine M. Gibert's credentials?
Katherine M. Gibert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine M. Gibert located?
Katherine M. Gibert is based in DALLAS, Texas, working with SOUTHERN WEALTH MANAGEMENT LLP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Katherine M. Gibert charge for services?
Katherine M. Gibert's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHERN WEALTH MANAGEMENT LLP?
SOUTHERN WEALTH MANAGEMENT LLP has approximately 50 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTHERN WEALTH MANAGEMENT LLP

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Anne F. Jones
DALLAS, TX
Brandon Heath Kershaw
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Jeremy Thomas Head
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Kelly Marie Hendrick Pattillo
DALLAS, TX
Michael Alan Horlick
DALLAS, TX

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