Charity
Heimbaugh
Whiterock Wealth Management Co
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About this Advisor
Charity Heimbaugh is a financial advisor who works out of Dallas, Texas with a total of 1 year of relevant experience. Heimbaugh currently works for Whiterock Wealth Management Co. During their career, Heimbaugh has held roles at Whiterock Wealth Management Co, Sacramento Valley Resources, Bryant Consultants and Eaglepointe Community Church. Heimbaugh has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Texas. Whiterock Wealth Management Co is an advisory firm that has its headquarters in Dallas, TX. It manages $224 million in total assets between its 385 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 385 accounts, 64% are held by high-net-worth investors who have at least $1 million in assets. The business provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Whiterock Wealth Management Co can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whiterock Wealth Management Co Brokerage Details
$224,060,792
6
385
$581,976
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Charity Heimbaugh Work History
Charity has been registered as a financial advisor for 1 years.*
Whiterock Wealth Management Co
Sacramento Valley Resources
Bryant Consultants
Eaglepointe Community Church
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charity Heimbaugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Whiterock Wealth Management Co
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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