White & Company Financial Planning, Inc.
White & Company Financial Planning, Inc. is an SEC-registered mass-market adviser in Sunnyside, WA with $149.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns White & Company Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115326, SEC 801-129965, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $149.8M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Sunnyside, WA
- Employees
- 4
- Clients
- 307
- CRD
- 115326
- Ownership
- WHITE, THOMAS, ALBERT; PARKER, JAMES, ERIC
How much AUM does White & Company Financial Planning, Inc. have?
White & Company Financial Planning, Inc. reported $149.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns White & Company Financial Planning, Inc.?
Disclosed owners and executives of White & Company Financial Planning, Inc. include WHITE, THOMAS, ALBERT, PARKER, JAMES, ERIC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.