SCOTT WHITE ADVISORS, LLC
  • SCOTT WHITE ADVISORS, LLC
  • A. SCOTT WHITE, FINANCIAL PLANNER
  • SCOTT WHITE ADVISORS

Adviser Profile

As of Date 08/09/2023
Registration status Terminated
ADV Location FORT MYERS, FL, United States
Contact Info 239 xxxxxxx
Websites
AUM* 128,297,171 -21%
of that, discretionary 91,795,370 -26%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 657,934 -17%
% High Net Worth 30.39% -24%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

125M 107M 89M 71M 53M 36M 18M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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