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WADDELL & REED
OVERLAND PARK, KS
913-236-2000
SEC #801-16720Total AUM
$33.2B
Employees
1,700Clients
187,023Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6300 LAMAR AVENUE
OVERLAND PARK
KS 66202-4200
United States
OVERLAND PARK
KS 66202-4200
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
913-236-2000
Other Offices
357
Financials
Total AUM
$33.2B
Accounts
187,019Discretionary
$6.4B
Accounts
27,982Non-Discretionary
$26.9B
Accounts
159,037
Clients
Individual Clients
183,258AUM
$28.2B
HNW Individual Clients
3,121AUM
$4.9B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
17AUM
$8.2M
Charitable Organization Clients
191AUM
$39.2M
Government Entity Clients
223AUM
$24.7M
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
209AUM
$47.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.