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WHITE & COMPANY FINANCIAL PLANNING, INC.
WHITE & COMPANY FINANCIAL PLANNING, INC.
SUNNYSIDE, Washington
·
2 registered advisors
·
CRD# 115326
SEC# 801-129965
0
509-837-6700
01
Firm Overview
AUM
$115M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at WHITE & COMPANY FINANCIAL PLANNING, INC.
2 registered advisors
James Eric Parker
SUNNYSIDE, Washington
CRD# 4560578
Thomas Albert White
SUNNYSIDE, Washington
CRD# 4449545
05
Office Locations
SUNNYSIDE, Washington
2 advisors
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Data sourced from SEC Form ADV filings. WHITE & COMPANY FINANCIAL PLANNING, INC. (CRD# 115326) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.