WHITE MCGOWAN

RIASEC Registered

Total AUM

$75M

Discretionary

$75M

100% of AUM

Avg account

$46.2K

Accounts

1,625

Employees

Advisory reps

Firm details

Headquarters: LITTLE ROCK, Arkansas
CRD number: 297785
Website: whiteandmcgowan.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals66.2%
HNWI33.56%
Pension & Profit Sharing Plans0.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

White Mcgowan is an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm functions as a capital allocator, serving both individual and family clients as well as institutional clients. Its advisory mix includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals/newsletters and delivery of educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.