White & Company Financial Planning, Inc.
● SEC registered since 2024CRD 115326SEC# 801-129965Sunnyside, WA
Reg. AUM
$149.8M
Employees
4
Accounts
669
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 $149.8 million in regulatory assets under management and employs 4 people.
White & Company Financial Planning, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Eric Parker Control | Vice President | 50-75% | 2005 |
| Thomas Albert White Control | Chief Compliance Officer | 50-75% | 2005 |
Frequently asked questions
How much does White & Company Financial Planning, Inc. manage?
White & Company Financial Planning, Inc. reports $149.8 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 4 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
| Address | 910 Franklin Ave, Suite 3, Sunnyside, WA 98944 |
| Phone | 509-837-6700 |
| Fax | 509-837-8151 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2039300 |
| Discloses disciplinary history | No |
Regulatory AUM
$149.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$149.8Mregulatory AUM
Discretionary $149.8M