|
⚲
|
| Phillip B White Co Inc
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|
|
|---|---|
| CRD # | 300623 |
| SEC # | 801-114890 |
| CIK # | |
| AUM | $318.7 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-736-2108 |
| Address | 11573 Los Osos Valley Road San Luis Obispo, CA 93405 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 55.7 |
| (b) Individuals (high net worth individuals) | 103 | 252.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 9.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 587 | 318.7 |
| By Discretionary | ||
| Discretionary | 587 | 318.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 587 | 318.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.7 | |
| Total | 587 | 318.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lantern Wealth Advisors LLC
✚
|
NY | 0.3 |
|
Alpha Wealth Management and Planning LLC
✚
|
CA | 0.3 |
|
Optivest Inc
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|
CA | 0.3 |
|
Promontory Financial Planning LLC
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|
UT | 0.3 |
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 0.3 |
|
Breen Wealth Management LLC
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|
CA | 0.3 |
|
Plagens & Taylor Wealth Management LLC
✚
|
TX | 0.3 |
|
Carlson Financial Inc
✚
|
OR | 0.3 |
|
Linda S Lubitz CFP PA
✚
|
FL | 0.3 |
|
Wealth Pro Advisors Inc
✚
|
FL | 0.3 |