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Waverly Advisors Overview
Type
Multi Family Office
Year Founded
1999
General Information
Waverly Advisors is a multi-family office headquartered in Birmingham, United States. Founded in 1999 as a division of accounting firm Warren Averett before becoming an independent registered investment adviser, the firm builds its capital base through fee-only wealth management, investment advisory and planning services delivered to high-net-worth families and institutions across the country, expanding nationally via acquisitions while stewarding more than $10 billion in client assets.
Contact Information
Website:
https://waverly-advisors.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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