PHILLIP B. WHITE CO., INC - Financial Advisor in California, San Luis Obispo

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

About 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

Firm CRD#:

300623

Firm SEC#:

801-114890

Assets Under Management:

$244,442,472

No. of Clients:

582

No. of Advisors:

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, San Luis Obispo

FirmCRD#:309506

SEC#:801-119019

No. of Advisors:7

No. of Clients:1254

AUM:$561,081,229

FirmCRD#:310825

SEC#:801-119640

No. of Advisors:5

No. of Clients:806

AUM:$441,389,232

FirmCRD#:154861

SEC#:801-80089

No. of Advisors:4

No. of Clients:518

AUM:$346,609,568

FirmCRD#:283714

SEC#:801-107866

No. of Advisors:2

No. of Clients:473

AUM:$293,626,427

FirmCRD#:287683

SEC#:801-115085

No. of Advisors:7

No. of Clients:718

AUM:$263,208,720

FirmCRD#:289347

SEC#:801-118685

No. of Advisors:4

No. of Clients:84

AUM:$175,287,205

FirmCRD#:141354

SEC#:801-120447

No. of Advisors:3

No. of Clients:241

AUM:$146,222,129

FirmCRD#:304289

SEC#:801-131932

No. of Advisors:2

No. of Clients:316

AUM:$127,600,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SAN LUIS WEALTH ADVISORS

309506

801-119019

1254

$561,081,229

CERRO PACIFIC WEALTH ADVISORS, LLC

310825

801-119640

806

$441,389,232

TRELLIS WEALTH ADVISORS, LLC

154861

801-80089

518

$346,609,568

NWM ADVISORS, LLC

283714

801-107866

473

$293,626,427

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

287683

801-115085

718

$263,208,720

PROSSIMO ADVISORS LLC

289347

801-118685

$175,287,205

BLUE MARBLE INVESTMENTS

141354

801-120447

241

$146,222,129

WRIGHT WEALTH STRATEGIES, LLC

304289

801-131932

316

$127,600,000

Explore More Financial Advisor Firms in San Luis Obispo, California >>