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Building 2WHITE & COMPANY FINANCIAL PLANNING, INC.

Map pinSUNNYSIDE, WA
Phone509-837-6700
NotebookSEC #801-129965
Total AUM
$149.8M
Employees
4
Clients
307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
910 FRANKLIN AVE
SUITE 3
SUNNYSIDE
WA 98944
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
509-837-6700

ReceiptFinancials

Total AUM
$149.8M
Accounts
669
Discretionary
$149.8M
Accounts
669
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
267
AUM
$91.7M
HNW Individual Clients
40
AUM
$58.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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