WHITESTAR ASSET MANAGEMENT LLC

DALLAS, Texas·7 registered advisors·CRD# 167408
SEC# 801-784932(214) 420-2400
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at WHITESTAR ASSET MANAGEMENT LLC

7 registered advisors
Aaron Paul Graft
DALLAS, Texas
Adam Daniel Nelson
DALLAS, Texas
Davis Ray Deadman
DALLAS, Texas
Gibran Warris Mahmud
DALLAS, Texas
Mark Thomas Murray
DALLAS, Texas
Philip Richard Braner
DALLAS, Texas
Raymond William Sperring
DALLAS, Texas
05

Office Locations

DALLAS, Texas
7 advisors

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Data sourced from SEC Form ADV filings. WHITESTAR ASSET MANAGEMENT LLC (CRD# 167408) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.