Whiterock Financial, LLC

Whiterock Financial, LLC (CRD# 155140) is a financial advisory firm headquartered in , . They manage $6,500,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $76,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

NV, NY

Financial Advisors at Whiterock Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew G. Passalacqua
CRD#: 2718042
Las Vegas, NV
93
Wealthminder
score

Matthew Passalacqua (CRD# 2718042) is an Investment Advisor Representative working at Whiterock Financial, LLC in Las Vegas, NV and has over 20 years of experience in the finance industry.

2
Dawson J. White
CRD#: 4900151
Las Vegas, NV
93
Wealthminder
score

Dawson White (CRD# 4900151) is an Investment Advisor Representative working at Whiterock Financial, LLC in Las Vegas, NV and has over 11 years of experience in the finance industry.

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