Investment adviser · CRD 105746

WADDELL & ASSOCIATES INC

Investment adviser filing (IA)

MEMPHIS, TN, United States · Form ADV filed Jun 9, 2016

Regulatory AUM
$750M
Form ADV · Item 5.F
Client accounts
2,741
Accounts, not individual clients
Employees
21
Reported in this filing
Advisory professionals
12
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 9, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5188 WHEELIS DRIVE
MEMPHIS, TN, 38117, United States

CRD 105746

Filing source

Form ADV 1020274 · Jun 9, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.