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| Phillip B White Co Inc
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|
|
|---|---|
| CRD # | 300623 |
| SEC # | 801-114890 |
| CIK # | |
| AUM | $217.5 MM (2023-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-736-2108 |
| Address | 11573 Los Osos Valley Road San Luis Obispo, CA 93405 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 68.1 |
| (b) Individuals (high net worth individuals) | 71 | 143.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 217.5 |
| By Discretionary | ||
| Discretionary | 582 | 217.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 582 | 217.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.5 | |
| Total | 582 | 217.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 0.2 |
|
Gebhardt Group Inc
✚
|
CA | 0.2 |
|
Hoxton Capital Management USA LLC
✚
|
TX | 0.2 |
|
Great Northern Asset Management LLC
✚
|
WA | 0.2 |
|
Abridge Partners LLC
✚
|
CA | 0.2 |
|
Kevin M Gibney and Company LLC
✚
|
NJ | 0.2 |
|
Prosperity Wealth Management Inc
✚
|
CA | 0.2 |
|
Silvia McColl Wealth Management LLC
✚
|
CA | 0.2 |
|
Atlantic Wealth Partners LLC
✚
|
FL | 0.2 |
|
Cottonwood Capital Advisors LLC
✚
|
UT | 0.2 |