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Gosting Donald Louis Jr (Dallas)


Gosting Donald Louis Jr is an adviser based in Dallas. It manages $38.91 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Gosting Donald Louis Jr provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gosting Donald Louis Jr: assets under management

The assets under management (AUM) of Gosting Donald Louis Jr is $38.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gosting Donald Louis Jr for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Gosting Donald Louis Jr performs its advisory services is located at 9635 Whitehurst Dr, Dallas, TX 75243, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-343-2040 or by fax 214-341-9721. The normal business hours are by appointment on Monday - Friday.


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