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Building 2PHILLIP B. WHITE CO., INC

Map pinSAN LUIS OBISPO, CA
Phone925-736-2108
NotebookSEC #801-114890
Total AUM
$318.7M
Employees
2
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11573 LOS OSOS VALLEY ROAD
SUITE D
SAN LUIS OBISPO
CA 93405
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
925-736-2108

ReceiptFinancials

Total AUM
$318.7M
Accounts
587
Discretionary
$318.7M
Accounts
587
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
140
AUM
$55.7M
HNW Individual Clients
103
AUM
$252.8M
Pension/Profit Sharing Plan Clients
2
AUM
$9.3M
Corporation or Business Clients
1
AUM
$848.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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