Whiterock Wealth Management Company
Whiterock Wealth Management Company (CRD# 37503) is a financial advisory firm headquartered in Dallas, TX. They manage $255,332,207 in 409 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management255MILLION
-
Total Number of Accounts409ACCOUNTS
-
Average Account Value$624,284
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
David Gurun (CRD# 1947575) is an Investment Advisor Representative working at Whiterock Wealth Management Company in Dallas, TX and has over 35 years of experience in the finance industry.
Joseph Lastelick (CRD# 2822734) is an Investment Advisor Representative working at Whiterock Wealth Management Company in Dallas, TX and has over 27 years of experience in the finance industry.
Kevin Tehan (CRD# 6555010) is an Investment Advisor Representative working at Whiterock Wealth Management Company in Dallas, TX and has over 7 years of experience in the finance industry.
Matthew Thompson (CRD# 7444395) is an Investment Advisor Representative working at Whiterock Wealth Management Company in Dallas, TX and has over 2 years of experience in the finance industry.