Waverly Advisors, LLC

Birmingham, AL

Colorado

Registered In

10/25/2023

Incorp. Date

Foreign

Registration Type

Alabama

Foreign Jurisdiction

Company Summary

Waverly Advisors, LLC in Birmingham, AL was registered on 10/25/2023. It is listed at 600 University Park Pl STE 501, Birmingham, Al 35209.

Registered In: Colorado
Incorporation Date: 10/25/2023
Registration Type: Foreign
Foreign Jurisdiction: Alabama
Company Type: Foreign Limited Liability Company
Status: Good Standing
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Corporate Creations Network Inc. Registered Agent

155 E BOARDWALK # 490, FORT COLLINS, CO 80525

600 UNIVERSITY PARK PL STE 501, BIRMINGHAM, AL 35209 View Map

Financial Information for Waverly Advisors, LLC

Form 5500

WAVERLY ADVISORS, LLC

600 University Park Place Suite 501, Birmingham, Al 35209 (205) 871-3334 EIN:63-1229657 Plan Admin:Steven Causey

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWAVERLY ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY102 / 118 Assets BOY/EOY$589,834 / $2,424,204	2023	WAVERLY ADVISORS, LLC 401(K) PLAN - Plan #001	102 / 118	$589,834 / $2,424,204
2022	Plan NameWAVERLY ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY60 / 79 Assets BOY/EOY$0 / $589,834	2022	WAVERLY ADVISORS, LLC 401(K) PLAN - Plan #001	60 / 79	$0 / $589,834

Benefit & Retirement Plans based on Form 5500.

Address Match:600 University Park Pl Ste 501 Birmingham, AL

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Related Business Names:

Waverly Advisors LLC Registered in New York	Corning, NY	View Report
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Address Match:600 University Park Pl Birmingham, AL

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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor

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