Phillip B. White Co., Inc.
● SEC registered since 2019CRD 300623SEC# 801-114890San Luis Obispo, CA
Reg. AUM
$318.7M
Employees
2
Accounts
587
Location
San Luis Obispo, CA
Phillip B. White Co., Inc. assets under management
Phillip B. White Co., Inc. is a registered investment adviser overseen by the SEC based in San Luis Obispo, CA. The firm has been registered since 2019. It reports $318.7 million in regulatory assets under management and employs 2 people.
Phillip B. White Co., Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce David White Control | President/ Cco | Over 75% | 2019 |
Frequently asked questions
How much does Phillip B. White Co., Inc. manage?
Phillip B. White Co., Inc. reports $318.7 million in regulatory assets under management on its Form ADV.
How many employees does Phillip B. White Co., Inc. have?
Phillip B. White Co., Inc. reports 2 employees.
Where is Phillip B. White Co., Inc. located?
Phillip B. White Co., Inc. is based in San Luis Obispo, CA and has been SEC-registered since 2019.
Does Phillip B. White Co., Inc. disclose fund performance?
Phillip B. White Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11573 Los Osos Valley Road, Suite D, San Luis Obispo, CA 93405 |
| Phone | 925-736-2108 |
| Fax | 925-736-2126 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$318.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$318.7Mregulatory AUM
Discretionary $318.7M