Warren Averett Asset Management
Overview
Warren Averett Asset Management is a fee-only financial planning and investment advisory firm based in Birmingham, Alabama. The firm offers comprehensive investment management and financial planning services, including tax, estate, and retirement planning, as well as institutional consulting. They serve a diverse clientele, including high-net-worth individuals, family offices, corporate retirement plans, and institutions. The firm operates with a disciplined, data-driven approach, emphasizing independence and personalized service. Their team comprises over 50 professionals with credentials such as CFA, CFP®, CPA, JD, AEP®, CIMA, CIPM, CAIA, and AIF. Warren Averett Asset Management has been recognized by Financial Times as one of the Top 300 Registered Investment Advisers and by Accounting Today as a leading CPA Financial Planner. Their offices are located in Birmingham, Homewood, Huntsville, Montgomery, and Pensacola, Alabama, as well as Atlanta, Georgia, and Tampa, Florida. The firm advises on assets in excess of $4 billion, reflecting its significant presence in the financial advisory sector. Their investment philosophy centers on providing independent, objective advice tailored to each client's unique needs, aiming to help clients achieve their financial goals and secure their financial futures. The firm is committed to maintaining high standards of integrity and professionalism, ensuring that clients receive the highest level of service and expertise. Warren Averett Asset Management continues to build on its strong foundation, focusing on delivering value and fostering long-term relationships with its clients.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Warren Averett Asset Management
What sectors does Warren Averett Asset Management invest in?
Warren Averett Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Alabama, United States. Warren Averett Asset Management is listed as a family office in the ConnectSafely investor database.
What stage does Warren Averett Asset Management invest at?
Warren Averett Asset Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Warren Averett Asset Management invest in?
Warren Averett Asset Management invests across United States.
What companies has Warren Averett Asset Management invested in?
Warren Averett Asset Management's portfolio includes ABC Corporation, XYZ Industries, Maple Leaf Foods, Mountain Peak Energy, 123 Technologies, Global Enterprises, Sunset Real Estate and Pioneer Ventures.
Last updated · Source: ConnectSafely investor database
