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Building 2PORTER WHITE INVESTMENT ADVISORS, INC.

Map pinBIRMINGHAM, AL
Phone205-252-3681
NotebookSEC #801-48755
Total AUM
$748.2M
Employees
7
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1927 1ST AVENUE NORTH
10TH FLOOR
BIRMINGHAM
AL 35203-4103
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
205-252-3681

ReceiptFinancials

Total AUM
$748.2M
Accounts
329
Discretionary
$734.4M
Accounts
309
Non-Discretionary
$13.8M
Accounts
20

ContactClients

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Individual Clients
10
AUM
$1.5M
HNW Individual Clients
80
AUM
$504.3M
Pension/Profit Sharing Plan Clients
8
AUM
$98.6M
Charitable Organization Clients
12
AUM
$127.8M
Corporation or Business Clients
4
AUM
$16.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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