WHITESPACE FINANCIAL, LLC

WHITESPACE FINANCIAL, LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 149069). Regulatory assets under management: $62.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

NameRoleLocation
BURNS JAMES JOSEPHMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
BLACKWOOD ANGUS ANGUSMANAGING MEMBER & CHIEF COMPLIANCE OFFICER

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