Phillip B. White & Company
Financial Services • 
11573 Los Osos Valley Rd, Suite D, United States • 1-10 Employees
Company overview
| Headquarters | 11573 Los Osos Valley Rd, Suite D, San Luis Obispo, California 93405, US |
| Website | |
| NAICS | 52 |
| Founded | 1959 |
| Employees | 1-10 |
Key Contact at Phillip B. White & Company
Bruce White
President
Phillip B. White & Company Email Formats
Phillip B. White & Company uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@pbwhite.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@pbwhite.com | 100% |
About Phillip B. White & Company
Founded in 1959, Phillip B White & Company has been building deep and long lasting client relationships for over 60 years. We earn client trust and confidence by providing peace of mind through prudent, personal, objective, independent, and comprehensive financial planning and advice. We believe the most effective means to creating and preserving wealth is through consistent and on-going financial planning working with a dedicated and experienced team. PB White & Co. is a Registered Investment Adviser (RIA), has fiduciary duty to the client, and is compensated on a fee basis. For three generations, we continually place client’s financial goals and well-being as the primary drivers of our success.
Phillip B. White & Company revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Phillip B. White & Company has never raised funding before.
Ireland
Canada
Netherlands
United Kingdom
Frequently asked questions
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