WHITE, DAVID PHIPPS
Legal name: DAVID WHITE - INVESTMENT COUNSEL
CRD #111321 SEC #801-57223 SAN DIEGO, CA 619-239-8800
SEC Registered
Total AUM
$49.2M
Discretionary
$16.5M
Employees
5
Clients
--
Accounts
288
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $49M | $16.3M | $32.7M | 5 | -- |
| Mar 2009 | $49.7M | $15.4M | $34.4M | 5 | -- |
| Sep 2008 | $49.9M | $11.4M | $38.5M | 5 | -- |
| Mar 2008 | $49.9M | $11.4M | $38.5M | 5 | -- |
| Mar 2007 | $58.5M | $12.1M | $46.4M | 5 | -- |
| Sep 2005 | $49.2M | $16.5M | $32.7M | 5 | -- |
| Mar 2004 | $47.4M | $15.1M | $32.3M | 5 | -- |
| Mar 2002 | $47.3M | $14.2M | $33.1M | 5 | -- |
DateMar 2011
Total AUM$49M
Discretionary$16.3M
Non-Disc.$32.7M
Employees5
Clients--
DateMar 2009
Total AUM$49.7M
Discretionary$15.4M
Non-Disc.$34.4M
Employees5
Clients--
DateSep 2008
Total AUM$49.9M
Discretionary$11.4M
Non-Disc.$38.5M
Employees5
Clients--
DateMar 2008
Total AUM$49.9M
Discretionary$11.4M
Non-Disc.$38.5M
Employees5
Clients--
DateMar 2007
Total AUM$58.5M
Discretionary$12.1M
Non-Disc.$46.4M
Employees5
Clients--
DateSep 2005
Total AUM$49.2M
Discretionary$16.5M
Non-Disc.$32.7M
Employees5
Clients--
DateMar 2004
Total AUM$47.4M
Discretionary$15.1M
Non-Disc.$32.3M
Employees5
Clients--
DateMar 2002
Total AUM$47.3M
Discretionary$14.2M
Non-Disc.$33.1M
Employees5
Clients--