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WADDELL & ASSOCIATES, LLC
MEMPHIS, TN
901-767-9187
SEC #801-107784Total AUM
$2.4B
Employees
21Clients
1,054Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5188 WHEELIS DRIVE
MEMPHIS
TN 38117
United States
MEMPHIS
TN 38117
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
901-767-9187
Other Offices
1
Financials
Total AUM
$2.4B
Accounts
2,969Discretionary
$2.3B
Accounts
2,904Non-Discretionary
$35.3M
Accounts
65
Clients
Individual Clients
695AUM
$480M
HNW Individual Clients
306AUM
$1.8B
Pension/Profit Sharing Plan Clients
36AUM
$89.5M
Charitable Organization Clients
3AUM
$1.8M
Corporation or Business Clients
14AUM
$46.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH FRS AND ON ELIBIBLE CREDIT AND CASH MGMT
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.