Warren Averett Asset Management LLC

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Assets, Funds, Holdings

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Warren Averett Asset Management LLC
CRD #115332
SEC #801-60741
CIK #0001568787
AUM$2.5 BB
Employees50
Phone205-979-4100
Address2500 Acton Road
Birmingham, AL 35243
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VOE 60.0
VUG 56.8
VONE 46.8
VOT 44.4
VEA 39.4
SFBS 1,830.0 18.0
AGG 16.0
VTWO 10.1
SPAB 9.8
VWO 9.2
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Holdings by Sector ($BB)
Private Fund Fund Form D Sold ($MM) AUM ($MM)
Haines Opportunity Portfolio II LLC Class A HF 2005-01-13external 1.4
Haines Opportunity Portfolio II LLC Class B HF 2005-01-13external 0.1
HFA Ltd RE 0.8
View All
Related Firms AUM ($BB)
Warren Averett Asset Management LLC 2.5
Emerant Wealth LLC 0.0