WHITE & COMPANY FINANCIAL PLANNING, INC. is a Sunnyside, Washington based financial advisory firm with nearly $115,460,687 in assets under management and provides investment advisory services for 650 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 115326 | |
| SEC#: | 801-129965 | |
| Assets under Management: | $115,460,687 | |
| No. of Clients: | 650 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses | |
| Fee Structure: | A percentage of AUM, Hourly charges |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 151298 | 801-71546 | 19268 | 99 | $3,854,677,483 |
| THE PACIFIC FINANCIAL GROUP, INC. | 105203 | 801-18151 | 18773 | 67 | $3,734,718,964 |
| NORTHWEST ASSET MANAGEMENT | 147923 | 801-69483 | 8878 | 55 | $3,271,377,063 |
| EMPIRICAL WEALTH MANAGEMENT | 152622 | 801-72168 | 7267 | 78 | $5,525,184,211 |
| MOSS ADAMS WEALTH ADVISORS LLC | 108917 | 801-58074 | 4226 | 68 | $3,914,488,888 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | 801-20248 | 2924 | 36 | $4,550,315,616 |
| BADGLEY PHELPS WEALTH MANAGERS | 315440 | 801-121830 | 2648 | 37 | $5,126,260,432 |
| LNW | 113400 | 801-60345 | 2613 | 96 | $4,633,920,693 |
| MERRIMAN | 166580 | 801-77544 | 2370 | 55 | $3,605,822,320 |
| THE CLARIUS GROUP, LLC | 173347 | 801-80681 | 1124 | 35 | $3,986,398,218 |
| PACIFIC PORTFOLIO CONSULTING, LLC | 139505 | 801-66277 | 530 | 22 | $4,797,657,331 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 128990 | 801-62477 | 327 | 24 | $4,411,874,000 |
| WASHINGTON CAPITAL MANAGEMENT INC | 105253 | 801-14263 | 244 | 82 | $6,825,741,297 |
| FRAZIER HEALTHCARE PARTNERS | 157324 | 801-81162 | 18 | 78 | $5,203,017,937 |
| PACIFIC FINANCIAL GROUP, LLC | 143041 | 801-68318 | 18 | 20 | $3,090,722,246 |