PHILLIP B. WHITE CO., INC

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

About PHILLIP B. WHITE CO., INC

PHILLIP B WHITE CO, INC, formally registered with the SEC as PHILLIP B WHITE CO, INC. The firm was established in 03/27/2019. They have over 2 offices throughout the country.

PHILLIP B. WHITE CO., INC is a San Luis Obispo, California based Financial Planning firm with nearly $244,442,472 assets under management, offering retirement planning & investment advisory services to 582 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300623
SEC#	801-114890
Assets Managed by Firm	$244,442,472
No. of Clients	582
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	582	$244,442,472
Individuals (other than high net worth individuals)	160	$65,762,929
High net worth individuals	81	$172,580,543
Pension and profit sharing plans	2	$5,233,000
Corporations or other businesses	1	$866,000

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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