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Partner, Chief Compliance Officer · Inflection Financial

Philip A. White

CRD 4593950 · Named on Form ADV at one SEC-registered adviser

At a glance

Inflection Financial, an SEC-registered asset manager with $491 million in regulatory assets, lists Philip A. White on its Form ADV as Partner, Chief Compliance Officer, a control person.

Firms and roles

  • Inflection FinancialPartner, Chief Compliance OfficerAsset manager · United States · $491M in regulatory assets

AtlasMembers

Philip’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.