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WAVERLY ADVISORS, LLC
Tel: 205-871-3334
600 University Park Place Suite 501
Birmingham, Alabama 35209
WAVERLY ADVISORS, LLC
WAVERLY ADVISORS, LLC is a Birmingham, Alabama based financial advisory firm with nearly $14,539,829,905 in assets under management and provides investment advisory services for 22135 clients. There are currently 261 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
115332
SEC#:
801-60741
No. of Clients:
22135
Assets under Management
$14,539,829,905
No. of Advisors:
261
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