Active
PHILLIP B. WHITE CO., INC
Investment Advice|SAN LUIS OBISPO, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$268.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 268.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 300623 |
| SEC Number | 801-114890 |
| Street Address | 11573 LOS OSOS VALLEY ROAD |
| Street Address 2 | SUITE D |
| Location | SAN LUIS OBISPO, CA 93405 |
| Country | United States |
| Phone | 925-736-2108 |
| Fax | 925-736-2126 |
| Total Employees | 2 |
| Business Types | insurance_broker |
Client Count by Type (248 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 157 |
| High Net Worth Individual… | 88 |
| Pension/Profit Sharing Pl… | 2 |
| Corporations/Businesses | 1 |
Community Partners
CITY OF ARROYO GRANDE
CITY OF ATASCADERO
CITY OF EL PASO DE ROBLES
CITY OF GROVER BEACH
CITY OF MORRO BAY
CITY OF PISMO BEACH
CITY OF SAN LUIS OBISPO
COUNTY OF SAN LUIS OBISPO
CITY OF ARROYO GRANDE
CITY OF ATASCADERO
CITY OF EL PASO DE ROBLES
CITY OF GROVER BEACH
CITY OF MORRO BAY
CITY OF PISMO BEACH
CITY OF SAN LUIS OBISPO
COUNTY OF SAN LUIS OBISPO
CITY OF ARROYO GRANDE
CITY OF ATASCADERO
CITY OF EL PASO DE ROBLES
CITY OF GROVER BEACH
CITY OF MORRO BAY
CITY OF PISMO BEACH
CITY OF SAN LUIS OBISPO
COUNTY OF SAN LUIS OBISPO
Municipal Government
8 Active
8
Organizations
ADELAIDA CEMETERY DISTRICT
ARROYO GRANDE CEMETERY DISTRICT
ATASCADERO CEMETERY DISTRICT
AVILA BEACH COMMUNITY SERVICES DISTRICT
California Statewide Communities Development Authority CFD No 2024-07
CALIFORNIA VALLEY COMMUNITY SERVICES DISTRICT
CAMBRIA CEMETERY DISTRICT
CAMBRIA COMMUNITY HEATHCARE DISTRICT
CAMBRIA COMMUNITY SERVICES DISTRICT
CAMBRIA FIRE DEPARTMENT
CAYUCOS FIRE PROTECTION DISTRICT
CAYUCOS-MORRO BAY CEMETERY DISTRICT
CAYUCOS SANITARY DISTRICT
CENTRAL CALIFORNIA SCHOOLS FINANCING AUTHORITY
CITY-PISMO BEACH FIRE DEPT
CSLRCD
ESTRELLA-EL POMAR-CRESTON WATER DISTRICT
FIVE CITIES FIRE AUTHORITY
GARDEN FARMS COMMUNITY WATER DISTRICT
GROUND SQUIRREL HOLLOW COMMUNITY SERVICES DISTRICT
ADELAIDA CEMETERY DISTRICT
ARROYO GRANDE CEMETERY DISTRICT
ATASCADERO CEMETERY DISTRICT
AVILA BEACH COMMUNITY SERVICES DISTRICT
California Statewide Communities Development Authority CFD No 2024-07
CALIFORNIA VALLEY COMMUNITY SERVICES DISTRICT
CAMBRIA CEMETERY DISTRICT
CAMBRIA COMMUNITY HEATHCARE DISTRICT
CAMBRIA COMMUNITY SERVICES DISTRICT
CAMBRIA FIRE DEPARTMENT
CAYUCOS FIRE PROTECTION DISTRICT
CAYUCOS-MORRO BAY CEMETERY DISTRICT
CAYUCOS SANITARY DISTRICT
CENTRAL CALIFORNIA SCHOOLS FINANCING AUTHORITY
CITY-PISMO BEACH FIRE DEPT
CSLRCD
ESTRELLA-EL POMAR-CRESTON WATER DISTRICT
FIVE CITIES FIRE AUTHORITY
GARDEN FARMS COMMUNITY WATER DISTRICT
GROUND SQUIRREL HOLLOW COMMUNITY SERVICES DISTRICT
ADELAIDA CEMETERY DISTRICT
ARROYO GRANDE CEMETERY DISTRICT
ATASCADERO CEMETERY DISTRICT
AVILA BEACH COMMUNITY SERVICES DISTRICT
California Statewide Communities Development Authority CFD No 2024-07
CALIFORNIA VALLEY COMMUNITY SERVICES DISTRICT
CAMBRIA CEMETERY DISTRICT
CAMBRIA COMMUNITY HEATHCARE DISTRICT
CAMBRIA COMMUNITY SERVICES DISTRICT
CAMBRIA FIRE DEPARTMENT
CAYUCOS FIRE PROTECTION DISTRICT
CAYUCOS-MORRO BAY CEMETERY DISTRICT
CAYUCOS SANITARY DISTRICT
CENTRAL CALIFORNIA SCHOOLS FINANCING AUTHORITY
CITY-PISMO BEACH FIRE DEPT
CSLRCD
ESTRELLA-EL POMAR-CRESTON WATER DISTRICT
FIVE CITIES FIRE AUTHORITY
GARDEN FARMS COMMUNITY WATER DISTRICT
GROUND SQUIRREL HOLLOW COMMUNITY SERVICES DISTRICT
Special District
51 Active
51
Organizations
ATASCADERO UNIFIED SCHOOL DISTRICT
CAYUCOS ELEMENTARY SCHOOL DISTRICT
COAST UNIFIED SCHOOL DISTRICT
LUCIA MAR UNIFIED SCHOOL DISTRICT
PASO ROBLES JOINT UNIFIED SCHOOL DISTRICT
PLEASANT VAL JT UNION SCH DIST
SAN LUIS COASTAL UNIF SCH DIST
SAN LUIS OBISPO COUNTY COMMUNITY COLLEGE DISTRICT
SAN MIGUEL JT UNION ELEM SCHOOL DIST
SHANDON UNIF SCH DIST
TEMPLETON UNIFIED SCH
ATASCADERO UNIFIED SCHOOL DISTRICT
CAYUCOS ELEMENTARY SCHOOL DISTRICT
COAST UNIFIED SCHOOL DISTRICT
LUCIA MAR UNIFIED SCHOOL DISTRICT
PASO ROBLES JOINT UNIFIED SCHOOL DISTRICT
PLEASANT VAL JT UNION SCH DIST
SAN LUIS COASTAL UNIF SCH DIST
SAN LUIS OBISPO COUNTY COMMUNITY COLLEGE DISTRICT
SAN MIGUEL JT UNION ELEM SCHOOL DIST
SHANDON UNIF SCH DIST
TEMPLETON UNIFIED SCH
ATASCADERO UNIFIED SCHOOL DISTRICT
CAYUCOS ELEMENTARY SCHOOL DISTRICT
COAST UNIFIED SCHOOL DISTRICT
LUCIA MAR UNIFIED SCHOOL DISTRICT
PASO ROBLES JOINT UNIFIED SCHOOL DISTRICT
PLEASANT VAL JT UNION SCH DIST
SAN LUIS COASTAL UNIF SCH DIST
SAN LUIS OBISPO COUNTY COMMUNITY COLLEGE DISTRICT
SAN MIGUEL JT UNION ELEM SCHOOL DIST
SHANDON UNIF SCH DIST
TEMPLETON UNIFIED SCH
School District
11 Active
11
Organizations
10965 PASO ROBLES
11TH INITIATIVE INC
17 STRONG
23 VENTURES INC
28676059 CAL POLY TOASTMASTERS
3BC
4-H CLUB & AFFLILIATED 4 H ORGAN
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10965 PASO ROBLES
11TH INITIATIVE INC
17 STRONG
23 VENTURES INC
28676059 CAL POLY TOASTMASTERS
3BC
4-H CLUB & AFFLILIATED 4 H ORGAN
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10965 PASO ROBLES
11TH INITIATIVE INC
17 STRONG
23 VENTURES INC
28676059 CAL POLY TOASTMASTERS
3BC
4-H CLUB & AFFLILIATED 4 H ORGAN
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
2036 Active
2036
Organizations
Community Partners119 organizations
COUNTY OF SAN LUIS OBISPO
Municipal Government·SAN LUIS OBISPO
ADELAIDA CEMETERY DISTRICT
Special District·TEMPLETON
ARROYO GRANDE CEMETERY DISTRICT
Special District·ARROYO GRANDE
ATASCADERO CEMETERY DISTRICT
Special District·ATASCADERO
AVILA BEACH COMMUNITY SERVICES DISTRICT
Special District·AVILA BEACH
CALIFORNIA VALLEY COMMUNITY SERVICES DISTRICT
Special District·CALIFORNIA VALLEY
CAMBRIA FIRE DEPARTMENT
Special District·CAMBRIA
CAYUCOS FIRE PROTECTION DISTRICT
Special District·CAYUCOS
CAYUCOS-MORRO BAY CEMETERY DISTRICT
Special District·CAYUCOS
CAYUCOS SANITARY DISTRICT
Special District·CAYUCOS
CENTRAL CALIFORNIA SCHOOLS FINANCING AUTHORITY
Special District·SAN LUIS OBISPO
CITY-PISMO BEACH FIRE DEPT
Special District·PISMO BEACH
FIVE CITIES FIRE AUTHORITY
Special District·ARROYO GRANDE
LINNE COMMUNITY SERVICES DISTRICT
Special District·PASO ROBLES
PORT SAN LUIS HARBOR DISTRICT
Special District·AVILA BEACH
San Luis Obispo CFD No 2019-1
Special District
SAN LUIS OBISPO COUNTY FIRE DEPT
Special District·SAN LUIS OBISPO
SAN LUIS OBISPO COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT
Special District·SAN LUIS OBISPO
SAN LUIS OBISPO PSYCHIATRIC HEALTH FACILITY
Special District·SAN LUIS OBISPO
SAN LUIS OBISPO PSYCHIATRIC HEALTH FACILITY
Special District·SAN LUIS OBISPO
San Luis Obispo Public Financing Authority
Special District
SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY
Special District·SAN LUIS OBISPO
SAN MIGUEL CEMETERY DISTRICT
Special District·SAN MIGUEL
SANTA MARGARITA FIRE DISTRICT
Special District·SANTA MARGARITA
SANTA MARGARITA PUBLIC CEMETERY DISTRICT
Special District·SANTA MARGARITA
SHANDON CEMETERY DISTRICT
Special District·SHANDON
SOUTH SAN LUIS OBISPO COUNTY SANITATION DISTRICT
Special District·OCEANO
TEMPLETON COMMUNITY SERVICES DISTRICT
Special District·TEMPLETON
ATASCADERO UNIFIED SCHOOL DISTRICT
School District·ATASCADERO
SAN LUIS OBISPO COUNTY COMMUNITY COLLEGE DISTRICT
School District·SAN LUIS OBISPO
10965 PASO ROBLES
Nonprofit Organization·Paso Robles
11TH INITIATIVE INC
Nonprofit Organization·Arroyo Grande
17 STRONG
Nonprofit Organization·PISMO BEACH
23 VENTURES INC
Nonprofit Organization·San Luis Obispo
28676059 CAL POLY TOASTMASTERS
Nonprofit Organization·Los Osos
3BC
Nonprofit Organization·ATASCADERO
4-H CLUB & AFFLILIATED 4 H ORGAN
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Luis Obispo
5-CITIES COMMUNITY SERVICE FOUNDATION
Nonprofit Organization·GROVER BEACH
5CITIES HOMELESS COALITION
Nonprofit Organization·GROVER BEACH
5 CITIES HOPE
Nonprofit Organization·Oceano
5 CITIES NEWCOMERS ACT II
Nonprofit Organization·Arroyo Grande
805 DENTAL COLLABORATIVE INC
Nonprofit Organization·TEMPLETON
805 MUSTANGS LLC
Nonprofit Organization·ARROYO GRANDE
805 STUNT
Nonprofit Organization·San Luis Obispo
805 Youth Lacrosse Association
Nonprofit Organization·San Luis Obispo
9-11 AMERICANTHUNDER
Nonprofit Organization·San Luis Obispo
A7 INTERNATIONAL
Nonprofit Organization·TEMPLETON
AARONS BOYS HOME
Nonprofit Organization·ATASCADERO
AAUW FIVE CITIES PISMO BEACH BRANCH
Nonprofit Organization·Pismo Beach
ABUNDANT BLESSINGS HOUSE OF HOPE
Nonprofit Organization·Paso Robles
ACCESS SUPPORT NETWORK
Nonprofit Organization·SAN LUIS OBISPO
ACHIEVEMENT HOUSE INC
Nonprofit Organization·SAN LUIS OBISPO
A CHILDS HARVEST FOUNDATION
Nonprofit Organization·Atascadero
ACTIVITY4ALL
Nonprofit Organization·Paso Robles