Waverly Advisors, LLC
North Carolina
Registered In
04/04/2024
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.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Foreign
Foreign Jurisdiction
Alabama
Search Other Resources
People
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Corporate Creations Network Inc.
Registered Agent
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15720 BRIXHAM HILL AVE # 300, CHARLOTTE, NC 28277
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|
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Joshua L Reidinger
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600 UNIVERSITY PARK PL STE 501, BIRMINGHAM, AL 35209-6700
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Map & Locations
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600 UNIVERSITY PARK PL STE 501, BIRMINGHAM, AL 35209
View Map
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15720 BRIXHAM HILL AVE # 300, CHARLOTTE, NC 28277
(Mailing)
View Map
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Financials
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.
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Sources
The following government agencies have contributed data:
• North Carolina Secretary of State • U.S. Department of Labor
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