Unclaimed Profile

Keith Bryant Gelb

WESTBROOK REAL ESTATE PARTNERS, L.L.C.·DALLAS, Texas

Clean recordWESTBROOK REAL ESTATE PARTNERS, L.L.C.

3953 MAPLE AVENUE, DALLAS, TX 75219CRD# 2265094Firm CRD# 161791

Profile Verification

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

Identity

Keith Bryant Gelb · DALLAS, TX

Registration

CRD #2265094 · WESTBROOK REAL ESTATE PARTNERS, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Keith Bryant Gelb is a registered financial advisor based in DALLAS, Texas, affiliated with WESTBROOK REAL ESTATE PARTNERS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WESTBROOK REAL ESTATE PARTNERS, L.L.C.

AUM

$44M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at WESTBROOK REAL ESTATE PARTNERS, L.L.C. →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2265094

Firm CRD# 161791

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Frequently Asked Questions

What services does Keith Bryant Gelb offer?

Keith Bryant Gelb specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Keith Bryant Gelb's credentials?

Keith Bryant Gelb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Bryant Gelb located?

Keith Bryant Gelb is based in DALLAS, Texas, working with WESTBROOK REAL ESTATE PARTNERS, L.L.C.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Keith Bryant Gelb charge for services?

Keith Bryant Gelb'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 WESTBROOK REAL ESTATE PARTNERS, L.L.C.?

WESTBROOK REAL ESTATE PARTNERS, L.L.C. is a registered investment adviser with the SEC, managing $44M in regulatory assets under management. See their Form ADV for full details.

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