WHITE & COMPANY FINANCIAL PLANNING, INC.

SUNNYSIDE, Washington·2 registered advisors·CRD# 115326
SEC# 801-1299650509-837-6700
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 PlanningInvestment Management
04

Advisors at WHITE & COMPANY FINANCIAL PLANNING, INC.

2 registered advisors
James Eric Parker
SUNNYSIDE, Washington
Thomas Albert White
SUNNYSIDE, Washington
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.