Claim Profile
RW

Rebecca Benton White

MINOT CAPITAL, LP·BOULDER, Colorado
Unclaimed Profile
HISTORIC BOWMAN HOUSE, BOULDER, CO 80302CRD# 4656954Firm CRD# 126668
01

About

Rebecca Benton White is a registered financial advisor based in BOULDER, Colorado, affiliated with MINOT CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
MINOT CAPITAL, LP
MINOT CAPITAL, LP
AUM
$2.1B
Regulatory assets under management
Employees
9
Total firm employees
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4656954
Firm CRD# 126668
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOULDER?

Browse all registered financial advisors in BOULDER, Colorado or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rebecca Benton White offer?
Rebecca Benton White specializes in Wealth Management, Fee-Only Advisory. Contact their office in BOULDER, Colorado for a consultation.
What are Rebecca Benton White's credentials?
Rebecca Benton White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Benton White located?
Rebecca Benton White is based in BOULDER, Colorado, working with MINOT CAPITAL, LP. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Rebecca Benton White charge for services?
Rebecca Benton White's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MINOT CAPITAL, LP?
MINOT CAPITAL, LP has approximately 9 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty