PHILLIP B. WHITE CO., INC

SAN LUIS OBISPO, CA · CRD 300623 · IAPD ↗ · pbwhite.com · 925-736-2108

$318.7MRegulatory AUM

2Advisory reps

2Employees

0Clients

101-250Planning clients

0Private funds

5States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

April 2024 — PHILLIP B. WHITE CO., INC reports 101-250 financial-planning clients, up from 1-10.

Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.

Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.