John
Gurun
Whiterock Wealth Management Co
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About this Advisor
John Gurun is a chartered financial analyst operating out of Dallas, Texas with a total of 11 years of industry experience. Gurun is an employee of Whiterock Wealth Management Co. They have spent their complete career at Whiterock Wealth Management Co. Gurun holds a Series 63 license, which qualifies them as a securities broker, and is approved to advise clients in Texas. Whiterock Wealth Management Co is a registered investment firm operating out of Dallas, TX. It handles $224 million in assets across its 385 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 385 customer accounts, 64% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which service is provided. Fee types charged by Whiterock Wealth Management Co can consist 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
John Gurun Work History
John has been registered as a financial advisor for 11 years.*
Gurun 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 John 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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