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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