Waddell & Associates Inc.
Waddell & Associates Inc. (CRD# 105746) is a financial advisory firm headquartered in Memphis, TN. They manage $750,424,682 in 2,741 accounts and serve the financial needs of clients across 16 states (or territories).
Total Assets Under Management750MILLION
Total Number of Accounts2,741ACCOUNTS
Average Account Value$273,778
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, CA, CO, FL, GA, KY, LA, MO, MS, NC, NY, SC, TN, TX, WA