DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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Tax Advisor, Waverly Advisors, LLC
AL
Data as of (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built and rebuilt at most every 15 minutes.
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Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan