Phillip B. White Co., Inc
San Luis Obispo, California
PHILLIP B. WHITE CO., INC is a well-established investment advisory firm located in San Luis Obispo, CA. With over 170 individual clients and an impressive $217,466,000 in assets under management, they have garnered a reputation for delivering exceptional financial solutions. Operating from two offices, the firm offers a comprehensive range of services, including investment advisory and acting as an insurance broker or agent.
Distinguishing themselves from competitors, Phillip B. White Co., Inc possesses extensive expertise in managing employer 401Ks and individual assets, accounting for nearly half of their assets under manageme...
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Assets Under Mgmt
$217.47M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Insurance broker or agent
Articles
Articles
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