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WHITE DEER
700 Louisiana Street
Suite 4770
Houston, Texas 77002
Tel: 713.581.6900
About WHITE DEER
WHITE DEER, formally registered with the SEC as WHITE DEER. The firm was established in 03/29/2012. They have over 2 offices throughout the country.
WHITE DEER is a Houston, Texas based Financial Planning firm with nearly $1,337,350,359 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161361 |
| SEC# | 801-74249 |
| Assets Managed by Firm | $1,337,350,359 |
| No. of Clients | 13 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $1,337,350,359 |
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