Waddell & Associates, LLC
Waddell & Associates, LLC (CRD# 283723) is a financial advisory firm headquartered in Memphis, TN. They manage $1,343,951,310 in 2,764 accounts and serve the financial needs of clients across 22 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,344MILLION
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Total Number of Accounts2,764ACCOUNTS
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Average Account Value$486,234
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
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)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AR, CA, CO, DC, FL, GA, IL, KY, LA, MA, MI, MO, MS, NC, NH, NY, SC, TN, TX, VA, WA
Financial Advisors at Waddell & Associates, LLC
No Advisor Found.
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