John
Gerdes

L & B Realty Advisors, Llp

CRD#6058255
Investment Advisor
in Dallas, TX

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About this Advisor

John Gerdes is a financial advisor based in Dallas, Texas. Gerdes is currently employed by L & B Realty Advisors, Llp. They have worked at L & B Realty Advisors, Llp for their entire career. Gerdes is approved to work in Texas. L & B Realty Advisors, Llp is a registered investment company based in Dallas, TX. It handles $3 million in assets under management across its one client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its one customer accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a few services, such as portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by L & B Realty Advisors, Llp can include asset-based and performance-based fees.

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

5910 North Central Expressway Suite 1200
Dallas, TX 75206

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L & B Realty Advisors, Llp Brokerage Details

Total Assets Under Management

$3,129,849

TX Average: $3,042,739,679
Total Number of Employees

71

TX Average: 49
Total Number of Accounts

1

TX Average: 2,315
Average Account Size

$3,129,849

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

John Gerdes Work History

John has been registered as a financial advisor for 0 years.*

1985 - Present (39 years)

L&B Realty Advisors, Llp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Gerdes 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 L & B Realty Advisors, Llp

Eric Smith
Dallas, TX
Christian Metten
Dallas, TX
Christine Mullis
Dallas, TX
Stacie Crown
Dallas, TX
Mark Faraldo
Dallas, TX
John Gerdes
Dallas, TX
Daniel Plumlee
Dallas, TX
George Smith
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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