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Allan Richard White

MINOT CAPITAL, LP·BROOMFIELD, Colorado
Unclaimed Profile
3303 W. 144TH AVENUE, BROOMFIELD, CO 80023CRD# 1472527Firm CRD# 126668
01

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.

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
View all advisors at MINOT CAPITAL, LP →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1472527
Firm CRD# 126668
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in BROOMFIELD
Steven Craig Yager — SNOW PEAK CAPITAL, LLCEdward Leone — LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.Annette F Hopper — MINOT CAPITAL, LPJoyce Lynn Hinds — LIGHTHOUSE FINANCIAL LLCMark Andrew Chapin — REVOLUTION CAPITAL MANAGEMENT LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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