PHILLIP B. WHITE CO., INC.

PHILLIP B. WHITE CO., INC
SAN LUIS OBISPO, California·1 registered advisor·CRD# 300623
SEC# 801-1148901925-736-2108
01

Firm Overview

AUM
$244M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PHILLIP B. WHITE CO., INC.

1 registered advisor
Bruce David White
SAN LUIS OBISPO, California
05

Office Locations

SAN LUIS OBISPO, California
1 advisor

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Data sourced from SEC Form ADV filings. PHILLIP B. WHITE CO., INC. (CRD# 300623) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.