PHILLIP B. WHITE CO., INC
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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
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