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).
Current Firm Details
Waddell & Associates Inc.
By the Numbers
-
Total Assets Under Management750MILLION
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Total Number of Accounts2,741ACCOUNTS
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Average Account Value$273,778
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AR, CA, CO, FL, GA, KY, LA, MO, MS, NC, NY, SC, TN, TX, WA
Financial Advisors at Waddell & Associates Inc.
No Advisor Found.
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