AdvisorOS Directory
Claim Profile
RS

Raymond William Sperring

TRIUMPH CAPITAL ADVISORS LLC·DALLAS, Texas
Unclaimed Profile
12700 PARK CENTRAL DRIVE, SUITE 1700, DALLAS, TX 75251CRD# 6235076Firm CRD# 167408
01

About

Raymond William Sperring 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# 6235076
Firm CRD# 167408
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Raymond William Sperring offer?
Raymond William Sperring specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Raymond William Sperring's credentials?
Raymond William Sperring is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond William Sperring located?
Raymond William Sperring 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 Raymond William Sperring charge for services?
Raymond William Sperring'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DALLAS
Michael Christopher Mewhinney — CLOVER PARTNERS, L.P.Jerry Vernie Smith — WYNN-CROSBY MANAGEMENT, LTD.Robert William Sperry — 21ST CENTURY GROUP, LLCPeter Samuel Brodsky — HBC GP LLCJohn Armstrong Henry (iii) — TRIGATE MANAGEMENT LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile