Home
›
Firms
›
WHITESTAR ASSET MANAGEMENT LLC
WHITESTAR ASSET MANAGEMENT LLC
DALLAS, Texas
·
7 registered advisors
·
CRD# 167408
SEC# 801-78493
2
(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 Management
Retirement Planning
Wealth Management
04
Advisors at WHITESTAR ASSET MANAGEMENT LLC
7 registered advisors
Aaron Paul Graft
DALLAS, Texas
CRD# 6199343
Adam Daniel Nelson
DALLAS, Texas
CRD# 6195063
Davis Ray Deadman
DALLAS, Texas
CRD# 5023696
Gibran Warris Mahmud
DALLAS, Texas
CRD# 6199346
Mark Thomas Murray
DALLAS, Texas
CRD# 6860050
Philip Richard Braner
DALLAS, Texas
CRD# 6092878
Raymond William Sperring
DALLAS, Texas
CRD# 6235076
05
Office Locations
DALLAS, Texas
7 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.