This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Empower ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-18-2018
- Office Locations
- 1
Office Locations
About Hoodoo
Hoodoo Financial is an Oakland, CA-based online investment advisory and financial coaching practice focused on wealth building and long-term, diversified portfolio construction. The firm pairs financial planning with education and group coaching, and offers automated, customized portfolios using fractional shares, with commission-free trades and no minimums. It also supports youth investment clubs to teach kids financial literacy and investing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
TROY DWAYNE WHITE
Investment Advisor, President
- CRD
- #4195486
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $700,000 | -- |
| Total | $700,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing