WHITE & COMPANY FINANCIAL PLANNING, INC.
Adviser information for WHITE & COMPANY FINANCIAL PLANNING, INC. last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 650 | $115.5M |
| Non-Discretionary | 0 | $0 |
| Total | 650 | $115.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 269 | $69.3M |
| HNW Individuals | 32 | $46.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129965 |
|---|---|
| SEC ERA File Number | 801-129965 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 115326 |
| Legal Entity Identifier | None |
Principal Office
910 FRANKLIN AVESUITE 3
SUNNYSIDE
WA
United States
Monday - Friday, 8 A.M. - 5 P.M.
Tel: 509-837-6700, Fax: 509-837-8151
Websites
Chief Compliance Officer
THOMAS ALBERT WHITE
PRESIDENT
111 W RIVERSIDE DR
SUNNYSIDE
WA
United States
Tel:
509-837-6700
Fax:
509-837-8151
T**@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WHITE, THOMAS, ALBERT | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2005 | 50-75% |
| PARKER, JAMES, ERIC | Individual | – | VICE PRESIDENT | 04/2005 | 50-75% |