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WADDELL & ASSOCIATES, LLC

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

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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

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 MANAGE

Firm CRD#:

283723

SEC#:

801-107784

No. of Clients:

2764

Assets under Management

$1,343,951,310

No. of Advisors:

20

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