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Whiterock Financial
Whiterock Financial, LLC is a state-registered investment adviser with $31 million in regulatory assets under management. The firm manages $25 million on a...
Overview
Whiterock Financial, LLC is a state-registered investment adviser with $31 million in regulatory assets under management. The firm manages $25 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who owns Whiterock Financial?
Public records do not identify the owners or beneficiaries of Whiterock Financial. The firm is registered as a limited liability company, but the underlying principals or family are not publicly disclosed.
What investment strategy does Whiterock Financial follow?
No public documentation describes Whiterock Financial's investment strategy. The firm's sector focus, asset class preferences, and deal structures are not available from corporate filings or media reports.
How large is Whiterock Financial's AUM?
Whiterock Financial does not publicly disclose its assets under management. No credible estimate can be derived from public sources.
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