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Joseph Ullman Barton

White Rock Capital

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About Joseph Ullman Barton

Joseph Barton is a registered Investment Advisor Representative in Texas and is an active member of the Investment Advisor community. Joseph Barton is affiliated with White Rock Capital. White Rock Capital primarily serves High Net Worth Individuals and Pooled Investment Vehicles, and has offices located in Dallas, Texas. The firm's assets under management are over $145 million.

Firm Information

Joseph Barton is currently registered with White Rock Capital. White Rock Capital is an investment advisor headquartered in Dallas, TX. The firm provides portfolio management for individuals and pooled investment vehicles. White Rock Capital manages approximately $145,054,600 in regulatory assets.
White Rock Capital

3131 TURTLE CREEK BLVD.

DALLAS, TX 75219

$145.05M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Barton’s Registration & Firm History

TX

08/13/1997 - Present

White Rock Capital (DALLAS TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Ullman Barton.
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