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WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD 115326 · SEC 801-129965
910 FRANKLIN AVE, SUITE 3, SUNNYSIDE, WA, 98944, United States
Phone
509-837-6700
Fax
509-837-8151
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.8M
Discretionary AUM
$149.8M
Team
4 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 267 | $91.7M |
| High net worth individuals | 40 | $58.1M |
States served
ID, WA
All web addresses on file
Official SEC filing: View on IAPD