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PHILLIP B. WHITE CO., INC

Tel: 925-736-2108
11573 Los Osos Valley Road
Suite D
San Luis Obispo, California  93405

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PHILLIP B. WHITE CO., INC

PHILLIP B. WHITE CO., INC is a San Luis Obispo, California based financial advisory firm with nearly $244,442,472 in assets under management and provides investment advisory services for 582 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

300623

SEC#:

801-114890

No. of Clients:

582

Assets under Management

$244,442,472

No. of Advisors:

2

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