Whitespace Financial, LLC

Whitespace Financial, LLC (CRD# 149069) is a financial advisory firm headquartered in Palo Alto, CA. They manage $53,824,236 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
228 Hamilton Ave, 3rd Floor, Palo Alto, CA 94301
http://www.ourwhitespace.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $625,863
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Whitespace Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Blackwood, financial advisor La Honda CA
David A. Blackwood
CRD#: 2602437
8725 La Honda Rd., Ste. C-2, La Honda, CA 94020

David Blackwood (CRD# 2602437) is an Investment Advisor Representative working at Whitespace Financial, LLC in La Honda, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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