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- Custodian
- Assetmark · BNY Mellon · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Signal vital
- Established Date
- 03-27-2019
- Office Locations
- 1
Office Locations
About Phillip B. White Co., INC
Phillip B. White & Co. is a fee-based fiduciary RIA founded in 1959 (three generations) delivering objective, independent financial planning and investment management. Core work spans investment advice, tax analysis, estate and retirement planning, and insurance. The firm follows the CFP Board’s 7-step planning process and uses sophisticated financial modeling technology to substantiate recommendations, with custody including Pershing/BNY Mellon.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRUCE DAVID WHITE
Chief Compliance Officer, President, Principal
- CRD
- #732362
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ZACHARY JOSEPH WHITE
Certified Financial Planner
- CRD
- #6339910
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $318,703,165 | $542,936 |
| Non-Discretionary | $0 | -- |
| Total | $318,703,165 | $542,936 |
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Separately Managed Accounts
Total SMA Asset: $318,703,165
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,022,562,378 | 42.0% |
| Other | $258,075,267 | 10.6% |
| Cash | $1,154,034,683 | 47.4% |
| Total | $2,434,672,328 | 100.0% |