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CRD#: 104137

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for COLBY & WHITE, LP Comes From

Understanding the Statistics for COLBY & WHITE, LP and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
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MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Established
Texas since 03/09/2000
Firm Type
Partnership
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
WHITE, WILLARD HENRY JRLIMITED PARTNER / CEO / SROP / CROP / MUNIS PRINCIPAL / CCO1071991
KIRKPATRICK, SEAN MICHAELVICE PRESIDENT2546646
SCHAPS, MICHAEL ROBERTFINOP1892138

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Advisor's working at COLBY & WHITE, LP

RS
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Ronald Francis Smith

PR
CRD#: 1427096
Location:
San Diego, CA 92131-3766

Registered Affiliation(s):H.S. FINANCIAL, INC.

Disclosures:
Experience:
40 years
BP
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Brett Andrew Phillips

Brett A Phillips
IAR
RR
CRD#: 2844908
Location:
Dallas, TX 75254

Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
15 years
RJ
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Robert Winston Johnson

IAR
RR
CRD#: 2673219
Location:
Muskegon, MI 49440

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
30 years
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