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WHITE ROCK CAPITAL
3131 Turtle Creek Blvd.
Suite 800
Dallas, Texas 75219
Tel: 214-526-1465
About WHITE ROCK CAPITAL
WHITE ROCK CAPITAL, formally registered with the SEC as WHITE ROCK CAPITAL. The firm was established in 02/19/2021. They have over 1 offices throughout the country.
WHITE ROCK CAPITAL is a Dallas, Texas based Financial Planning firm with nearly $145,054,600 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114877 |
| SEC# | 801-120368 |
| Assets Managed by Firm | $145,054,600 |
| No. of Clients | 3 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $145,054,600 |
| High net worth individuals | Fewer than 5 clients | $55,000,000 |
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