Waverly Advisors, LLC

Birmingham, AL

Mississippi

Registered In

10/05/2023

Incorp. Date

Foreign

Registration Type

Alabama

Foreign Jurisdiction

Company Summary

Waverly Advisors, LLC at 600 University Park Pl STE 501, Birmingham, Al 35209 lists Joshua L. Reidinger of Birmingham, AL as the associate.

Registered In: Mississippi
Incorporation Date: 10/05/2023
Registration Type: Foreign
Foreign Jurisdiction: Alabama
Company Type: Limited Liability Company
Status: Good Standing
Find Social Profiles
Search Other Resources: SEC | EDGAR Trellis.Law Recent News

Corporate Creations Network, Inc Registered Agent	7 PROFESSIONAL PKWY # 101, HATTIESBURG, MS 39402
Joshua L. Reidinger Manager	600 UNIVERSITY PARK PL STE 501, BIRMINGHAM, AL 35209

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.

Related Business Names:

Waverly Advisors LLC Registered in New York	Corning, NY	View Report
Waverly Place Advisors, LLC Registered in New York	New York, NY	View Report
Waverly Strategic Advisors LLC Registered in New Jersey		View Report
Waverly Advisors LLC Registered in Pennsylvania	Philadelphia, PA	View Report
Waverly Advisors, LLC Registered in Florida	Homewood, FL North Palm Beach, FL	View Report
Waverly Aviation Advisors LLC Registered in Washington	Bothell, WA	View Report
Waverly Street Re Advisors LLC Registered in Pennsylvania	Philadelphia, PA	View Report
Waverly Advisors, LLC Registered in North Carolina	Birmingham, AL Charlotte, NC	View Report
Waverly Advisors, LLC Registered in Alabama	Montgomery, AL	View Report
Waverly Advisors, LLC Registered in Colorado	Birmingham, AL Fort Collins, CO	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

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
Warren Averett Asset Management, LLC Registered in Florida	North Palm Beach, FL Birmingham, AL	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

Person/City Match:Joshua L Reidinger - Birmingham, AL

Big Baits, LLC Registered in Alabama	Homewood, AL		View Report
The Lake House, L.L.C. Registered in Alabama	Birmingham, AL		View Report

View More in Birmingham, AL

The following government agencies have contributed data:

Mississippi Secretary of State U.S. Department of Labor

Manage Profile Opt-Out