Kelsey
Newman
Gibraltar Capital Management, Inc
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About this Advisor
Kelsey Newman is a financial advisor based in Tulsa, Oklahoma, working with Gibraltar Capital Management, Inc. Kelsey has previously held a position at Gibraltar Capital Management and has passed the Series 65 regulatory exam. Kelsey is registered to provide services in Oklahoma. Currently, Kelsey is part of Gibraltar Capital Management, Inc, which operates out of Tulsa, Oklahoma. The firm has one office and 22 employees. The firm manages assets totaling $750.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Gibraltar Capital Management, Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gibraltar Capital Management, Inc Brokerage Details
$750,855,822
22
376
$1,996,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Kelsey Newman Work History
Gibraltar Capital Management
Disclosures
Please visit the SEC profile of Kelsey Newman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gibraltar Capital Management, Inc
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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