Pw Advisers Inc (Birmingham)

Pw Advisers Inc is a large advisory firm based in Birmingham. It manages $182.23 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Alabama.

Pw Advisers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pw Advisers: assets under management

The assets under management (AUM) of Pw Advisers Inc is $182.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1068% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $182.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.05 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pw Advisers Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pw Advisers Inc

James Herbert White has been acting as President since 1 Feb 1995. Goodloe Herr White joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Porter White Companies	Corporation	1 May 1984	75% - 100%	63-0877615
James Herbert White	President	1 Feb 1995	25% - 50%	465104
Dwight Vincent Percy	Vice president, treasurer	1 Jan 2000	Other	1607903
James Herbert White	Chariman of the board, chief compliance officer	1 Jul 2009	Other	465104
Goodloe Herr White	President	1 Jul 2009	Other	2929235

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
James Herbert White	Stockholder	1 May 1984	25% - 50%	465104

Based in Birmingham

The principal office where Pw Advisers Inc performs its advisory services is located at 15 Richard Arrington Jr., Blvd North, Birmingham, AL 35203 4103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205-252-3681 or by fax 205-252-8803. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.