Overview
Assets Under Management: $244 million
Headquarters: SAN LUIS OBISPO, CA
High-Net-Worth Clients: 88
Average Client Assets: $2 million
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