Unclaimed
Thomas Barton is an Investment Advisor Representative with White Rock Capital. Thomas Barton has been in the industry since July 1993. Thomas Barton is registered in Texas and has been registered with the state since August 1997. White Rock Capital is headquartered in Dallas, Texas. They have a total of 3 client accounts with assets under management of $145,054,600. White Rock Capital specializes in portfolio management for individuals and pooled investment vehicles. They primarily serve high-net-worth individuals and pooled investment vehicles. Their compensation includes a percentage of assets and performance-based fees.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
08/13/1997 - Present
White Rock Capital (DALLAS TX)
Active
Inactive
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