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
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WHITE, DAVID, PHIPPS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, DAVID, PHIPPS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, DAVID, PHIPPS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, DAVID, PHIPPS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, DAVID, PHIPPS | I | PROPRIETOR | E | Control |
| WHITE, DAVID, PHIPPS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, DAVID, PHIPPS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, DAVID, PHIPPS | I | PROPRIETOR | E | Control |
Registrations
Federal
IA
Sep 29, 2005 REGISTERED
Notice Filings (1)
CA
Address
1901 FIRST AVENUE2ND FLOOR
SAN DIEGO, CA 92101
USA
Phone: 619-239-8800