Warren Averett Asset Management, LLC

Birmingham, AL

Florida

Registered In

05/01/2012

Incorp. Date

Foreign

Registration Type

Alabama

Foreign Jurisdiction

Company Summary

Warren Averett Asset Management, LLC at 600 University Park Pl STE 501, Birmingham, Al 35209 lists Warren Averett Companies, Llc of Birmingham, AL.

Overview

Registered In

Florida

Incorporation Date

05/01/2012

Company Type

Foreign Limited Liability Co.

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Alabama

EIN

63-1229657

Email

*******@corpcreations.com

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People

Corporate Creations Network Inc. Registered Agent	801 US Highway 1, North Palm Beach, FL 33408
Warren Averett Companies, Llc Member	600 UNIVERSITY PARK PL STE 501, BIRMINGHAM, AL 35209 (View Past Addresses)

Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

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

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

401(K) Complete	Birmingham, AL
Warren Averett Family Office	Birmingham, AL
Warren Averett Institutional Consulting	Birmingham, AL
Warren Averett Wealth Management	Birmingham, AL

Financials

Financial Information for Warren Averett Asset Management, 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.

Linked Companies

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

The Carl H. Grisham and Laura Estella Grisham Scholarship Foundation, Inc. Registered in Florida	Fort Lauderdale, FL Birmingham, AL	View Report
Waverly Advisors, LLC Registered in North Carolina	Birmingham, AL Charlotte, NC	View Report
Cdh Management, LLC Registered in Alabama	Birmingham, AL	View Report
Haines All-Seasons Select Holdings, LLC Registered in Alabama	Birmingham, AL	View Report
Haines Opportunity Portfolio I, LLC Registered in Alabama	Birmingham, AL	View Report
Haines Opportunity Portfolio II, LLC Registered in Alabama	Birmingham, AL	View Report
Waverly Advisors, LLC Registered in Colorado	Birmingham, AL Fort Collins, CO	View Report
Waverly Advisors, LLC Registered in Mississippi	Birmingham, AL Hattiesburg, MS	View Report

Person/Address Match:Warren Averett Companies Llc -

Warren Averett Benefit Consultants, LLC Registered in Florida	Birmingham, AL	View Report
Warren Averett Staffing and Recruiting, LLC Registered in Florida	Birmingham, AL	View Report
Warren Averett Technology Group, LLC Registered in Florida	Birmingham, AL	View Report
Warren Averett Staffing & Recruiting, LLC Registered in Mississippi	Birmingham, AL Flowood, MS	View Report
Plain-English Accounting, LLC Registered in Florida	Key West, FL Montgomery, AL	View Report
Pro Claims Recovery, LLC Registered in Florida	Birmingham, AL	View Report
Pro Claims Recovery, LLC Registered in Mississippi	Birmingham, AL Flowood, MS	View Report
Warren Averett Turn Around Advisors LLC Registered in Arkansas	Birmingham, AL Little Rock, AR	View Report
Warren Averett Turnaround Advisors LLC Registered in Mississippi	Birmingham, AL Flowood, MS	View Report

Address Match:600 University Park Pl Birmingham, AL

Daxko, LLC Registered in Florida	Birmingham, AL	View Report
Daxko, LLC Registered in Tennessee	Birmingham, AL Memphis, TN	View Report
Daxko Acquisition Corporation Registered in Missouri	Birmingham, AL	View Report
Daxko, LLC Registered in North Carolina	Birmingham, AL	View Report
Daxko, Inc Registered in Colorado	Birmingham, AL Centennial, CO	View Report
F & H Holdings, Inc. Registered in Alabama	Birmingham, AL	View Report
Carolina Capital Corp Registered in Alabama	Birmingham, AL	View Report
Daxko Holding LLC Registered in Alabama	Birmingham, AL Huntsville, AL	View Report
Daxko, LLC Registered in Alabama	Birmingham, AL Huntsville, AL	View Report
Fnbb Capital Markets, LLC Registered in Alabama	Birmingham, AL	View Report
Propst Equity - Dorsey, LLC Registered in Alabama	Birmingham, AL	View Report
Xtreme Southern Sportsman, Inc. Registered in Alabama	Birmingham, AL Ringgold, GA	View Report
Bond & Botes Pensacola P.C. Registered in Florida	Birmingham, AL Huntsville, AL	View Report
Daxko Parent Corporation Registered in Oregon	Birmingham, AL	View Report
Steel City of Alabama, Incorporated Registered in Florida	Birmingham, AL	View Report
Daxko Acquisition Corporation Registered in Tennessee	Birmingham, AL Memphis, TN	View Report
Daxko, Inc. (Qualified Under an Assumed Name) Registered in Tennessee	Birmingham, AL Nashville, TN	View Report
Steel City, Incorporated Registered in Tennessee	Birmingham, AL Nashville, TN	View Report
Affiliated Acceptance Corporation Registered in Alabama	Birmingham, AL Huntsville, AL	View Report
Daxko Zp, LLC Registered in Alabama	Birmingham, AL Montgomery, AL	View Report

Related Business Names:

Warren Averett Asset Management, LLC Registered in Georgia	Birmingham, AL Lawrenceville, GA		View Report

View More in Birmingham, AL

Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor