Whiterock Wealth Management Co
Legal Name: WHITEROCK WEALTH MANAGEMENT CO.
Full Contact Details
Whiterock Wealth Management Co
8350 NORTH CENTRAL EXPRESSWAY, SUITE 925, DALLAS, TX
214-691-4451
214-987-9405
Other Info
Whiterock Wealth Management Co is a Texas-based corporation that engages in financial advisory services. It has four employees working in advisory roles out of a total of six employees. The number of clients served by the firm is unknown. According to the U.S. Securities and Exchange Commission, the firm's last reported status is Approved with a registration date of January 9, 2002.
WhiteRock Wealth Management | Building Wealth Through Conservative Investment Management
Home Philosophy Process Our Team Why WhiteRock? Contact Client Access Select Page PERSONALIZED, DISCIPLINED, & PROVEN INVESTING SINCE 1981 Our Philosophy WhiteRock Wealth Management customizes each portfolio to ensure the asset allocation between common stocks and fixed income is appropriate based o…
Direct Owners
-
DAVID PETER GURUN
VICE PRESIDENT owns less than 5%
-
JOHN JOSEPH GURUN
PRESIDENT / CHIEF COMPLIANCE OFFICER owns 75% or more