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

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