WADDELL & ASSOCIATES, LLC - Financial Advisor in Tennessee, Memphis

Tel: 901-767-9187 5188 Wheelis Drive Memphis, Tennessee 38117

About WADDELL & ASSOCIATES, LLC

WADDELL & ASSOCIATES, LLC is a Memphis, Tennessee based financial advisory firm with nearly $1,343,951,310 in assets under management and provides investment advisory services for 2764 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

283723

Firm SEC#:

801-107784

Assets Under Management:

$1,343,951,310

No. of Clients:

2764

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH FRS AND ON ELIBIBLE CREDIT AND CASH MANAGEM)

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236

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208

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457

$7,645,255,735

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