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Porter White Investment Advisors Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Porter White Investment Advisors, registered in 2005, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 5 advisors. Porter White Investment Advisors manages $484.3 million and provides investment advisory services for 106 clients (1:22 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 20
Minimum Investment $1,000,000
Average Client Balance $4,569,241
Total AUM $484.3 million
Advisor / Client Ratio 1:22
Headquarters Blvd North Birmingham, AL
SEC Filings View SEC IAPD CRD #110876
State(s) Registered AL, TX


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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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