Overview
Assets Under Management: $115 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 221
Average Client Assets: $0.5 million
Frequently Asked Questions
SCOTT WHITE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129972), SCOTT WHITE ADVISORS, LLC is subject to fiduciary duty under federal law.
SCOTT WHITE ADVISORS, LLC is headquartered in FORT MYERS, FL.
SCOTT WHITE ADVISORS, LLC serves 221 high-net-worth clients according to their SEC filing dated October 10, 2018. View client details ↓
According to their SEC Form ADV, SCOTT WHITE ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SCOTT WHITE ADVISORS, LLC manages $115 million in client assets according to their SEC filing dated October 10, 2018.
According to their SEC Form ADV, SCOTT WHITE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $0.5 million
Total Client Accounts: 221
Discretionary Accounts: 145
Non-Discretionary Accounts: 76
Regulatory Filings
CRD Number: 129972
Filing ID: 1243749
Last Filing Date: 2018-10-10 15:07:00