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Building 2DAVID WHITE - INVESTMENT COUNSEL

Map pinSAN DIEGO, CA
Phone619-239-8800
NotebookSEC #801-57223
Total AUM
$49M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 FIRST AVENUE
2ND FLOOR
SAN DIEGO
CA 92101
United States
Operating Hours
6:30AM TO 5:00PM
Monday - Friday
Phone
619-239-8800

ReceiptFinancials

Total AUM
$49M
Accounts
79
Discretionary
$16.3M
Accounts
48
Non-Discretionary
$32.7M
Accounts
31

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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