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John Joseph Gurun

WHITEROCK WEALTH MANAGEMENT CO.·DALLAS, Texas
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8350 NORTH CENTRAL EXPRESSWAY, DALLAS, TX 75206CRD# 232210Firm CRD# 37503
01

About

John Joseph Gurun is a registered financial advisor based in DALLAS, Texas, affiliated with WHITEROCK WEALTH MANAGEMENT CO.. 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# 232210
Firm CRD# 37503
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Joseph Gurun offer?
John Joseph Gurun specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are John Joseph Gurun's credentials?
John Joseph Gurun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Joseph Gurun located?
John Joseph Gurun is based in DALLAS, Texas, working with WHITEROCK WEALTH MANAGEMENT CO.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does John Joseph Gurun charge for services?
John Joseph Gurun'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 WHITEROCK WEALTH MANAGEMENT CO.?
WHITEROCK WEALTH MANAGEMENT CO. 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 WHITEROCK WEALTH MANAGEMENT CO.

Joseph Jerome Jr Lastelick
DALLAS, TX
David Peter Gurun
DALLAS, TX
Charles Henry Mr. Martin
DALLAS, TX
James Robert Ruffing
DALLAS, TX

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