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Building 2WADDELL & ASSOCIATES INC

Map pinMEMPHIS, TN
Phone901-767-9187
NotebookSEC #801-26693
Total AUM
$750.4M
Employees
21
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5188 WHEELIS DRIVE
MEMPHIS
TN 38117
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
901-767-9187

ReceiptFinancials

Total AUM
$750.4M
Accounts
2,741
Discretionary
$675.6M
Accounts
2,550
Non-Discretionary
$74.9M
Accounts
191

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOFLGAKYLAMOMSNCNYSCTNTXWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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