WHITESTAR ASSET MANAGEMENT LLC

200 Crescent Court
Suite 1175
Dallas, Texas 75201-1834
Tel: (214) 420-2400

About WHITESTAR ASSET MANAGEMENT LLC

WHITESTAR ASSET MANAGEMENT LLC, formally registered with the SEC as WHITESTAR ASSET MANAGEMENT LLC. The firm was established in 11/05/2013. They have over 3 offices throughout the country.

WHITESTAR ASSET MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $3,989,782,268 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167408
SEC#	801-78493
Assets Managed by Firm	$3,989,782,268
No. of Clients	20
No. of Advisors	45

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$3,989,782,268
High net worth individuals	1	$10,925,758

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