Leavell & Associates, Inc.

EST. AUM
$3,404,753,027

CONTACTS
6

CLIENT ACCOUNTS
3,023

Firm Details

Metro area Birmingham
CRD Number 107890
Website leavellinvestments.com
Client types

Overview

The independent investment advisor has provided trusted investment solutions since 1979. Its clients include individuals, businesses, trusts, endowments, and various retirement plans. Its investment management approach is grounded in the principles of diversification and the benefits of compounding. It provides customized advice to each of its clients' unique life and business circumstances. Interested parties should see the advisor's website for more details.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Leavell & Associates, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company