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Waverly Advisors - Merrillville, IN

EST. AUM
$1,550,418,447

CONTACTS
2

CLIENT ACCOUNTS
3,230

Firm Details

Metro area Chicago
CRD Number
Website waverly-advisors.com
Client types

Overview

Formerly StrategIQ, acquired by Waverly in Jan 2024 and has taken the Waverly brand. Chief Executive Officer is Chad Hassinger.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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