Phillip B. White Company, Inc.
Phillip B. White Company, Inc. (CRD# 300623) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $244,442,472 in 582 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Phillip B. White Company, Inc.
By the Numbers
-
Total Assets Under Management244MILLION
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Total Number of Accounts582ACCOUNTS
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Average Account Value$420,004
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, OR, TX, WA
Financial Advisors at Phillip B. White Company, Inc.
1
Bruce White (CRD# 732362) is an Investment Advisor Representative working at Phillip B. White Company, Inc. in San Luis Obispo, CA and has over 30 years of experience in the finance industry.
2
Zachary White (CRD# 6339910) is an Investment Advisor Representative working at Phillip B. White Company, Inc. in San Luis Obispo, CA and has over 7 years of experience in the finance industry.
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