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Charles Henry Mr. Martin

GURUN INVESTMENT ADVISORS, INC.·DALLAS, Texas
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4925 GREENVILLE AVENUE, DALLAS, TX 75206-4021CRD# 5148727Firm CRD# 37503
01

About

Charles Henry Mr. Martin is a registered financial advisor based in DALLAS, Texas, affiliated with GURUN INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WHITEROCK WEALTH MANAGEMENT CO.
WHITEROCK WEALTH MANAGEMENT CO.
AUM
$255M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WHITEROCK WEALTH MANAGEMENT CO. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5148727
Firm CRD# 37503
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Henry Mr. Martin offer?
Charles Henry Mr. Martin specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Charles Henry Mr. Martin's credentials?
Charles Henry Mr. Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Henry Mr. Martin located?
Charles Henry Mr. Martin is based in DALLAS, Texas, working with GURUN INVESTMENT ADVISORS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Charles Henry Mr. Martin charge for services?
Charles Henry Mr. Martin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GURUN INVESTMENT ADVISORS, INC.?
GURUN INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GURUN INVESTMENT ADVISORS, INC.

Joseph Jerome Jr Lastelick
DALLAS, TX
David Peter Gurun
DALLAS, TX
James Robert Ruffing
DALLAS, TX
John Joseph Gurun
DALLAS, TX

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