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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Herbert White has been acting as President since 1 Feb 1995. Goodloe Herr White joined the executive team most recently as the President.
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.