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WHITESPACE FINANCIAL, LLC
LA HONDA, CA
650-777-7588
SEC #801-69858Total AUM
$5.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8725 LA HONDA RD.
SUITE C-2
LA HONDA
CA 94020
United States
SUITE C-2
LA HONDA
CA 94020
United States
Operating Hours
7:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
650-777-7588
Financials
Total AUM
$5.9M
Accounts
33Discretionary
$4.3M
Accounts
27Non-Discretionary
$1.6M
Accounts
6
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.