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
11573 Los Osos Valley Road, Suite D, San Luis Obispo, CA 93405
https://www.pbwhite.com
By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    582
    ACCOUNTS
  • 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
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.
Showing 1 - 2 of 2 top financial advisors.
1
Bruce White, financial advisor San Luis Obispo CA
Bruce D. White
CRD#: 732362
11573 Los Osos Valley Road, Suite D, San Luis Obispo, CA 93405

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, financial advisor San Luis Obispo CA
Zachary J. White
CRD#: 6339910
11573 Los Osos Valley Road, Suite D, San Luis Obispo, CA 93405

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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