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Porter White Investment Advisors, Inc.

● SEC registered since 2005CRD 110876SEC# 801-48755Birmingham, AL
Export (members)
Reg. AUM
$712.1M
Employees
7
Accounts
321
Location
Birmingham, AL

Porter White Investment Advisors, Inc. assets under management

Porter White Investment Advisors, Inc. is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2005. It reports $712.1 million in regulatory assets under management and employs 7 people.
www.pwco.comView on SEC.gov ↗

Porter White Investment Advisors, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Goodloe Herr White ControlPresident And CcoUnder 5%2009
James Herbert White ControlChairman Of The BoardUnder 5%2009
Porter White Companies, Inc. ControlCorporationOver 75%1984
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Frequently asked questions

How much does Porter White Investment Advisors, Inc. manage?

Porter White Investment Advisors, Inc. reports $712.1 million in regulatory assets under management on its Form ADV.

How many employees does Porter White Investment Advisors, Inc. have?

Porter White Investment Advisors, Inc. reports 7 employees.

Where is Porter White Investment Advisors, Inc. located?

Porter White Investment Advisors, Inc. is based in Birmingham, AL and has been SEC-registered since 2005.

Does Porter White Investment Advisors, Inc. disclose fund performance?

Porter White Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1927 1st Avenue North, 10th Floor, Birmingham, AL 35203-4103
Phone205-252-3681
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1612457
Discloses disciplinary historyNo

Assets under management

Discretionary$704M
Non-discretionary$8.1M
Total (RAUM)$712.1M