PORTER WHITE INVESTMENT ADVISORS, INC.

1927 1st Avenue North
10th Floor
Birmingham, Alabama 35203-4103
Tel: 205-252-3681

About PORTER WHITE INVESTMENT ADVISORS, INC.

PORTER WHITE INVESTMENT ADVISORS, INC, formally registered with the SEC as PORTER WHITE INVESTMENT ADVISORS, INC. The firm was established in 05/12/2005. They have over 1 offices throughout the country.

PORTER WHITE INVESTMENT ADVISORS, INC. is a Birmingham, Alabama based Financial Planning firm with nearly $707,318,928 assets under management, offering retirement planning & investment advisory services to 311 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110876
SEC#	801-48755
Assets Managed by Firm	$707,318,928
No. of Clients	311
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	311	$707,318,928
Individuals (other than high net worth individuals)	15	$3,694,557
High net worth individuals	79	$383,295,291
Pension and profit sharing plans	9	$85,530,965
Charitable organizations	13	$221,101,392
Corporations or other businesses	5	$13,696,723

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

Explore More Retirement Advisors in Birmingham, Alabama

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.