WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD #115326 SEC #801-129965 SUNNYSIDE, WA 509-837-6700
SEC Registered
Total AUM
$131.1M
Discretionary
$131.1M
Employees
5
Clients
10
Accounts
658
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $131.1M | $131.1M | $0 | 5 | 3 |
| Oct 2024 | $115.5M | $115.5M | $0 | 5 | 2 |
| Apr 2024 | $115.5M | $115.5M | $0 | 5 | 2 |
| Mar 2024 | $115.5M | $115.5M | $0 | 5 | 2 |
| Mar 2024 | $115.5M | $115.5M | $0 | 5 | 2 |
| Feb 2012 | $42.3M | $42.3M | $0 | 1 | 200 |
| Jan 2012 | $42.3M | $42.3M | $0 | 1 | 200 |
| Nov 2011 | $43.4M | $43.4M | $0 | 1 | 200 |
| Feb 2011 | $39.7M | $39.7M | $0 | 5 | -- |
| Mar 2009 | $25.3M | $25.3M | $0 | 5 | -- |
| Jan 2008 | $31.9M | $31.9M | $0 | 5 | -- |
| Oct 2007 | $34.7M | $34.7M | $0 | 5 | -- |
DateMar 2025
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees5
Clients3
DateOct 2024
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees5
Clients2
DateApr 2024
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees5
Clients2
DateMar 2024
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees5
Clients2
DateMar 2024
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees5
Clients2
DateFeb 2012
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees1
Clients200
DateNov 2011
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees1
Clients200
DateFeb 2011
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$31.9M
Discretionary$31.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees5
Clients--