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Building 2SCOTT WHITE ADVISORS, LLC

Map pinFORT MYERS, FL
Phone239-936-6300
NotebookSEC #801-112303
Total AUM
$128.3M
Employees
1
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1510 ROYAL PALM SQUARE BLVD
SUITE 103
FORT MYERS
FL 33919-1068
United States
Operating Hours
9A.M.-5P.M.
Monday - Friday
Phone
239-936-6300

ReceiptFinancials

Total AUM
$128.3M
Accounts
265
Discretionary
$91.8M
Accounts
195
Non-Discretionary
$36.5M
Accounts
70

ContactClients

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Individual Clients
71
AUM
$26.1M
HNW Individual Clients
31
AUM
$92.8M
Charitable Organization Clients
3
AUM
$9.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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