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Julius M Ridgway

Waverly Advisors, LLC

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About Julius M Ridgway

Julius M. Ridgway is a financial advisor with Waverly Advisors, LLC. Julius has been in the industry since July 2002. Julius has a Series 65 license, which allows him to provide investment advice. Julius specializes in providing investment advice to high-net-worth individuals, charitable organizations, corporations, and businesses. Julius's firm, Waverly Advisors, LLC, is an investment advisory firm with offices in Birmingham, AL, and Ridgeland, MS. Waverly Advisors, LLC, provides financial planning, pension consulting, portfolio management, and selection of other advisers. Julius M. Ridgway is committed to providing his clients with the highest level of service and expertise.

Firm Information

Julius Ridgway is currently registered with Waverly Advisors, LLC. Waverly Advisors, LLC is a Registered Investment Advisor based in Birmingham, Alabama. The firm manages over $14.5 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. They provide financial services throughout the United States.
Waverly Advisors, LLC

600 UNIVERSITY PARK PLACE

BIRMINGHAM, AL 35209

$14.54B

Assets Under Management

25

Total Clients

85

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julius Ridgway’s Registration & Firm History

AL

10/26/2023 - Present

Waverly Advisors, LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 11/04/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julius M Ridgway.
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