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WHITE & COMPANY FINANCIAL PLANNING, INC.
SUNNYSIDE, WA
509-837-6700
SEC #801-68493Total AUM
$42.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
910 E. FRANKLIN
SUITE 3
SUNNYSIDE
WA 98944
United States
SUITE 3
SUNNYSIDE
WA 98944
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
509-837-6700
Financials
Total AUM
$42.3M
Accounts
189Discretionary
$42.3M
Accounts
189Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
WA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.