David
Gurun
Whiterock Wealth Management Co
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About this Advisor
David Gurun is a certified financial planner and chartered financial analyst based out of Dallas, Texas with 11 years of relevant experience. Gurun is an advisor for Whiterock Wealth Management Co. They have worked at Whiterock Wealth Management Co for all of their career. Gurun has a Series 63 license, designating them as a securities broker, and is registered to serve investors in Texas. Whiterock Wealth Management Co is a business that has its headquarters in Dallas, TX. It oversees $224 million in assets under management among its 385 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 385 customer accounts, 64% are associated with high-net-worth clients who have more than $1 million in assets. Whiterock Wealth Management Co has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically are based on which services are provided. Fees billed by Whiterock Wealth Management Co likely consist of any blend 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
David Gurun Work History
David has been registered as a financial advisor for 11 years.*
Gurun Investment Advisors, Inc
*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 David Gurun 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
