David White & Associates

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

8 Corporate Park Ste 300, Irvine, Califo...

Revenue

$6.1 Million

Industry

Finance Securities Trading Lending & Brokerage

About David White & Associates

David White & Associates offers tailored financial planning services for individuals, families, and businesses, focusing on understanding their unique needs and goals. They provide specialized support for attorneys and professionals in the tech industry, helping to navigate complex financial situations. The firm emphasizes the importance of protecting and growing business assets while planning for transitions. Their services are designed to ensure financial security and significance throughout various life stages.Explore more
David White & Associates's Social MediaSIC Code 62,628NAICS Code 52,523Show more

David White & Associates Org Chart

PhoneEmail
DW
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Vice President & Controller

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BG
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Controller

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DL
United States flag for contact location.

Financial Advisor

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AJ
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Financial Advisor

PhoneEmail
BH
United States flag for contact location.

Financial Associate & Advisor

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DZ
United States flag for contact location.

Financial Advisor

PhoneEmail
BT
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Financial Advisor

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Compare Similar Companies to David White & Associates

Compare insights from companies similar to David White & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

David White & Associates

$6.1M
11-50
Private
-
-
DW
Douglas WalshVice President & Controller
$30.1M
51-200
Private
-
2001
JH
Joseph HudeckChief Financial Officer
$19.5M
11-50
Private
<$5M
1993
BH
Brion HarrisCEO & Founder
$5.9M
11-50
Private
-
1982
GL
Grant LindamanSenior Vice President, Financial Advisor
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
2009
MB
Michele BeerninkDirector, Private Wealth Services
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David White & Associates Tech Stack

A closer look at the technologies used by David White & Associates

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Frequently Asked Questions Regarding David White & Associates

What is David White & Associates's official website?
David White & Associates's official website is www.dwassociates.com
What is David White & Associates's Revenue?
David White & Associates's revenue is $6.1 Million
What is David White & Associates's SIC code?
David White & Associates's SIC: 62,628
What is David White & Associates's NAICS code?
David White & Associates's NAICS: 52,523
How many employees does David White & Associates have?
David White & Associates has 11-50 employees
What industry does David White & Associates belong to?
David White & Associates is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is David White & Associates competition?
David White & Associates top competitors include: Waterford Advisors, HBKS Wealth Advisors, Premier Planning Group, Asset & Income Management
What technology does David White & Associates use?
Some of the popular technologies that David White & Associates uses are: Drupal, Smarsh, AddToAny, Vimeo
What does David White & Associates do?

David White & Associates offers tailored financial planning services for individuals, families, and businesses, focusing on understanding their unique needs and goals. They provide specialized support for attorneys and professionals in the tech industry, helping to navigate complex financial situations. The firm emphasizes the importance of protect... ing and growing business assets while planning for transitions. Their services are designed to ensure financial security and significance throughout various life stages.Read More

What are David White & Associates social media links?
David White & Associates Linkedin page David White & Associates Twitter page David White & Associates Facebook page
Is David White & Associates a public company?
David White & Associates is private company therefore does not currently have an official ticker symbol
See more information about David White & Associates

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