|
⚲
|
| Porter White Investment Advisors Inc
✚
| |
|---|---|
| CRD # | 110876 |
| SEC # | 801-48755 |
| CIK # | |
| AUM | $707.3 MM (2024-07-19) |
| Employees | 8 (100% Investors, 12% Brokers) |
| Phone | 205-252-3681 |
| Address | 1927 1st Avenue North Birmingham, AL 35203-4103 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.7 |
| (b) Individuals (high net worth individuals) | 79 | 383.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 85.5 |
| (h) Charitable organizations | 13 | 221.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 13.7 |
| (n) Other | 0 | 0.0 |
| Total | 311 | 707.3 |
| By Discretionary | ||
| Discretionary | 303 | 697.5 |
| Non-Discretionary | 8 | 9.8 |
| Total | 311 | 707.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 706.6 | |
| Total | 311 | 707.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Radnor Capital Management LLC
✚
|
PA | 0.7 |
|
Imprint Wealth LLC
✚
|
SC | 0.7 |
|
Lanham Odell & Co Inc
✚
|
WV | 0.7 |
|
Fuller Wealth Management LLC
✚
|
TX | 0.7 |
|
NWK Group Inc
✚
|
CA | 0.7 |
|
McGuire Investment Group LLC
✚
|
RI | 0.7 |
|
Atyant Capital Management Limited
✚
|
0.7 | |
|
Lantz Financial LLC
✚
|
IL | 0.7 |
|
Gamma Investing LLC
✚
|
CA | 0.7 |
|
AMI Investment Management Inc
✚
|
IN | 0.7 |