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White & Company Financial Planning, Inc.

● SEC registered since 2024CRD 115326SEC# 801-129965Sunnyside, WA
Export (members)
Reg. AUM
$131.1M
Employees
5
Accounts
658
Location
Sunnyside, WA

White & Company Financial Planning, Inc. assets under management

White & Company Financial Planning, Inc. operates as an SEC-registered investment adviser based in Sunnyside, WA. The firm has been registered since 2024. It reports $131.1 million in regulatory assets under management and employs 5 people.
www.whitecocpa.comView on SEC.gov ↗

White & Company Financial Planning, Inc. owners & executives

2 reported
NameTitleOwnershipSince
James Eric Parker ControlVice President50-75%2005
Thomas Albert White ControlChief Compliance Officer50-75%2005

Frequently asked questions

How much does White & Company Financial Planning, Inc. manage?

White & Company Financial Planning, Inc. reports $131.1 million in regulatory assets under management on its Form ADV.

How many employees does White & Company Financial Planning, Inc. have?

White & Company Financial Planning, Inc. reports 5 employees.

Where is White & Company Financial Planning, Inc. located?

White & Company Financial Planning, Inc. is based in Sunnyside, WA and has been SEC-registered since 2024.

Does White & Company Financial Planning, Inc. disclose fund performance?

White & Company Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address910 Franklin Ave, Suite 3, Sunnyside, WA 98944
Phone509-837-6700
Fax509-837-8151
Office hours8 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2039300
Discloses disciplinary historyNo

Assets under management

Discretionary$131.1M
Non-discretionary$0
Total (RAUM)$131.1M