PHILLIP B. WHITE CO., INC.
Legal name: PHILLIP B. WHITE CO., INC
CRD #300623 SEC #801-114890 SAN LUIS OBISPO, CA 925-736-2108
SEC Registered
Total AUM
$268.3M
Discretionary
$268.3M
Employees
2
Clients
101
Accounts
591
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $268.3M | $268.3M | $0 | 2 | 0 |
| Mar 2024 | $244.4M | $244.4M | $0 | 2 | 0 |
| Dec 2023 | $217.5M | $217.5M | $0 | 2 | 0 |
| Mar 2023 | $217.5M | $217.5M | $0 | 2 | 0 |
| Mar 2022 | $256.2M | $256.2M | $0 | 2 | 0 |
| May 2021 | $239M | $239M | $0 | 2 | 0 |
| Feb 2021 | $239M | $239M | $0 | 2 | 0 |
| Jun 2020 | $212M | $212M | $0 | 2 | 0 |
| Apr 2020 | $212M | $212M | $0 | 2 | 0 |
| Sep 2019 | $204M | $204M | $0 | 3 | 0 |
| Aug 2019 | $200M | $200M | $0 | 3 | 0 |
| Mar 2019 | $200M | $200M | $0 | 3 | 0 |
| Mar 2019 | $200M | $200M | $0 | 3 | 0 |
| Feb 2019 | $200M | $200M | $0 | 3 | 0 |
DateMar 2025
Total AUM$268.3M
Discretionary$268.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$256.2M
Discretionary$256.2M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees3
Clients0