Phillip B. White Co., Inc
Phillip B. White Co., Inc is an SEC-registered wealth manager in San Luis Obispo, CA with $318.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Phillip B. White Co., Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300623, SEC 801-114890, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $318.7M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- San Luis Obispo, CA
- Employees
- 2
- Clients
- 246
- CRD
- 300623
- Ownership
- WHITE, BRUCE, DAVID
How much AUM does Phillip B. White Co., Inc have?
Phillip B. White Co., Inc reported $318.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Phillip B. White Co., Inc?
Disclosed owners and executives of Phillip B. White Co., Inc include WHITE, BRUCE, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.