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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
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, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
| WHITE, BRUCE, DAVID | I | PRESIDENT/ CCO | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (8)
AZ CA CO NC NV OR TX WA
Address
11573 LOS OSOS VALLEY ROADSUITE D
SAN LUIS OBISPO, CA 93405
United States
Phone: 925-736-2108