Overview
Assets Under Management: $244 million
Headquarters: SAN LUIS OBISPO, CA
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Frequently Asked Questions
PHILLIP B. WHITE CO., INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300623), PHILLIP B. WHITE CO., INC. is subject to fiduciary duty under federal law.
PHILLIP B. WHITE CO., INC. is headquartered in SAN LUIS OBISPO, CA.
PHILLIP B. WHITE CO., INC. serves 88 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, PHILLIP B. WHITE CO., INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PHILLIP B. WHITE CO., INC. manages $244 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, PHILLIP B. WHITE CO., INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 582
Discretionary Accounts: 582
Regulatory Filings
CRD Number: 300623
Last Filing Date: 2024-03-27 00:00:00
Website: https://pbwhite.com