Allocator Index · CRD 110876

PORTER WHITE INVESTMENT ADVISORS, INC.

Birmingham, AL · 205-252-3681 · pwco.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

80

Other individuals

10

HNW assets

$504.3M

Total AUM

$748.2M

Employees

7

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.