WHITEBARK INVESTORS LP

WHITEBARK INVESTORS
INCLINE VILLAGE, Nevada·2 registered advisors·CRD# 331803
SEC# 801-1306400212-468-5131
01

Firm Overview

AUM
$333M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at WHITEBARK INVESTORS LP

2 registered advisors
Jaime Melissa Mcphee
INCLINE VILLAGE, Nevada
Thomas Endel Mcconnon
INCLINE VILLAGE, Nevada
05

Office Locations

INCLINE VILLAGE, Nevada
2 advisors

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Data sourced from SEC Form ADV filings. WHITEBARK INVESTORS LP (CRD# 331803) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.