White, Dunkirk $ Price Investment Advisory Inc.

Overview

White, Dunkirk $ Price Investment Advisory Inc. is an independent, privately owned registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides portfolio management services for individuals and small businesses and charges clients using a combination of AUM-based fees and hourly billing. It reports itself as a non–multi-state adviser and does not present as a capital allocator or an ESG-focused manager. The adviser’s operating model appears oriented toward advisory relationships where clients retain final control: reported assets are managed on a non‑discretionary basis, which implies the firm executes investment recommendations with client authorization rather than holding broad trading authority.

Assets & Accounts

Investments & Alternatives