Investment adviser · CRD 121240

WOOD & WHITE INVESTMENT ADVISORS, L.L.C.

Investment adviser filing (IA)

LYNCHBURG, VA, United States · Form ADV filed Jan 27, 2014

Regulatory AUM
$110M
Form ADV · Item 5.F
Client accounts
278
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 27, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

210 8TH STREET
LYNCHBURG, VA, 24504, United States

CRD 121240

Filing source

Form ADV 775510 · Jan 27, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.