White, Dunkirk $ Price Investment Advisory Inc.

White, Dunkirk $ Price Investment Advisory Inc. (CRD# 138152) is a financial advisory firm headquartered in Irvine, CA. They manage $22,124,700 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $189,100
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at White, Dunkirk $ Price Investment Advisory Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Sam D. White
CRD#: 1355546
Temecula, CA
87
Wealthminder
score

Sam White (CRD# 1355546) is an Investment Advisor Representative working at White, Dunkirk $ Price Investment Advisory Inc. in Temecula, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.