Whitespace Financial, LLC
Whitespace Financial, LLC (CRD# 149069) is a financial advisory firm headquartered in Palo Alto, CA. They manage $53,824,236 in 86 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management54MILLION
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Total Number of Accounts86ACCOUNTS
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Average Account Value$625,863
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Whitespace Financial, LLC
1
David Blackwood (CRD# 2602437) is an Investment Advisor Representative working at Whitespace Financial, LLC in La Honda, CA and has over 28 years of experience in the finance industry.
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