Unclaimed Profile

Allan Richard White

MINOT CAPITAL, LP·BROOMFIELD, Colorado

Clean recordMINOT CAPITAL, LP

3303 W. 144TH AVENUE, BROOMFIELD, CO 80023CRD# 1472527Firm CRD# 126668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allan Richard White · BROOMFIELD, CO

Registration

CRD #1472527 · MINOT CAPITAL, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

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

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

MINOT CAPITAL, LP

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MINOT CAPITAL, LP →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1472527

Firm CRD# 126668

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Frequently Asked Questions

What services does Allan Richard White offer?

Allan Richard White specializes in Wealth Management, Fee-Only Advisory. Contact their office in BROOMFIELD, Colorado for a consultation.

What are Allan Richard White's credentials?

Allan Richard White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allan Richard White located?

Allan Richard White is based in BROOMFIELD, Colorado, working with MINOT CAPITAL, LP. Their office serves clients in the BROOMFIELD metropolitan area and surrounding communities.

How does Allan Richard White charge for services?

Allan Richard 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.

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