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PHILLIP B. WHITE CO., INC
PHILLIP B. WHITE CO., INC.
CRD 300623 · SEC 801-114890
11573 LOS OSOS VALLEY ROAD, SUITE D, SAN LUIS OBISPO, CA, 93405, United States
Phone
925-736-2108
Fax
925-736-2126
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$318.7M
Discretionary AUM
$318.7M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $55.7M |
| High net worth individuals | 103 | $252.8M |
| Pension/profit sharing plans | 2 | $9.3M |
| Corporations/business entities | 1 | $848K |
States served
AZ, CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD