WOOD & WHITE INVESTMENT ADVISORS, L.L.C.
CRD #121240 SEC #801-64113 LYNCHBURG, VA 434-528-4510
SEC Registered
Total AUM
$110.4M
Discretionary
$110.4M
Employees
3
Clients
0
Accounts
278
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2014 | $110.4M | $110.4M | $0 | 3 | 100 |
| Mar 2013 | $93.1M | $93.1M | $0 | 4 | 26 |
| Jan 2013 | $92.8M | $92.8M | $0 | 4 | 26 |
| Mar 2012 | $92.8M | $92.8M | $0 | 1 | 26 |
| Mar 2011 | $78.9M | $78.9M | $0 | 5 | -- |
| Mar 2009 | $42.9M | $42.9M | $0 | 5 | -- |
| Mar 2008 | $56.9M | $56.9M | $0 | 5 | -- |
| Aug 2007 | $59.2M | $59.2M | $0 | 5 | -- |
| Mar 2007 | $59.2M | $59.2M | $0 | 5 | -- |
DateJan 2014
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees3
Clients100
DateMar 2013
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees4
Clients26
DateJan 2013
Total AUM$92.8M
Discretionary$92.8M
Non-Disc.$0
Employees4
Clients26
DateMar 2012
Total AUM$92.8M
Discretionary$92.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$78.9M
Discretionary$78.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$56.9M
Discretionary$56.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$59.2M
Discretionary$59.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$59.2M
Discretionary$59.2M
Non-Disc.$0
Employees5
Clients--