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Phillip B. White Co., Inc.

● SEC registered since 2019CRD 300623SEC# 801-114890San Luis Obispo, CA
Export (members)
Reg. AUM
$268.3M
Employees
2
Accounts
591
Location
San Luis Obispo, CA

Phillip B. White Co., Inc. assets under management

Phillip B. White Co., Inc. is a registered investment adviser overseen by the SEC based in San Luis Obispo, CA. The firm has been registered since 2019. It reports $268.3 million in regulatory assets under management and employs 2 people.
www.pbwhite.comView on SEC.gov ↗

Phillip B. White Co., Inc. owners & executives

1 reported
NameTitleOwnershipSince
Bruce David White ControlPresident/ CcoOver 75%2019

Frequently asked questions

How much does Phillip B. White Co., Inc. manage?

Phillip B. White Co., Inc. reports $268.3 million in regulatory assets under management on its Form ADV.

How many employees does Phillip B. White Co., Inc. have?

Phillip B. White Co., Inc. reports 2 employees.

Where is Phillip B. White Co., Inc. located?

Phillip B. White Co., Inc. is based in San Luis Obispo, CA and has been SEC-registered since 2019.

Does Phillip B. White Co., Inc. disclose fund performance?

Phillip B. White Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11573 Los Osos Valley Road, Suite D, San Luis Obispo, CA 93405
Phone925-736-2108
Fax925-736-2126
Office hours9 a.m. To 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$268.3M
Non-discretionary$0
Total (RAUM)$268.3M