White, Dunkirk $ Price Investment Advisory Inc.
Firm details
- Headquarters
- ,
- CRD number
- 138152
- Custodians
- CHARLES SCHWAB & CO., INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI92.92%
- Individuals7.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
White, Dunkirk & Price Investment Advisory Inc. operates as a privately owned corporate RIA that focuses on portfolio management for individuals, families and small businesses. The firm charges clients both a percentage of assets under management and hourly fees, and its client base is concentrated among individual and family relationships rather than institutional mandates. It does not identify as an active ESG investor and appears structured to serve a relatively compact book of clients rather than acting as a multi-state or large-capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Cash & Cash Equivalents14%
- Exchange Traded Equities12%
- Other8%
- US Government Bonds2%
Contacts
1 of 1Sam White
PrincipalCRD 1355546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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