Unclaimed Profile

Allan Richard White

MINOT CAPITAL, LP·BROOMFIELD, Colorado

Series 7, Series 24, Series 63, Series 65Clean record23 years registeredMINOT 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MINOT CAPITAL, LP

MINOT CAPITAL, LP

May 2003 – May 2023

BOULDER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 20, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MINOT CAPITAL, LP

CRD 126668 · SEC 801-73774

AUM

$2.1B

Regulatory assets under management

Employees

5 client accounts

Services offered by MINOT CAPITAL, LP

Per Form ADV

Selection of other advisers

View all advisors at MINOT CAPITAL, LP →

Introduction

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Frequently Asked Questions

What services does Allan Richard White offer?

Allan Richard White specializes in Wealth Management, Fee-Only Advisory.

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, last registered with MINOT CAPITAL, LP.

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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