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White, David Phipps (San Diego)


White, David Phipps is a large advisory firm based in San Diego. It manages $48.97 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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White, David Phipps provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

White, David Phipps: assets under management

The assets under management (AUM) of White, David Phipps is $48.97 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16.31 million in discretionary accounts and $32.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $339.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.05 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay White, David Phipps for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where White, David Phipps performs its advisory services is located at 1901 First Avenue, San Diego, CA 92101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-239-8800 or by fax 619-239-8801. The normal business hours are 6:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at rosyretirement.com.


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