WADDELL & ASSOCIATES, LLC

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

About WADDELL & ASSOCIATES, LLC

WADDELL & ASSOCIATES, LLC, formally registered with the SEC as WADDELL & ASSOCIATES, LLC. The firm was established in 05/18/2016. They have over 3 offices throughout the country.

WADDELL & ASSOCIATES, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $1,343,951,310 assets under management, offering retirement planning & investment advisory services to 2764 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283723
SEC#	801-107784
Assets Managed by Firm	$1,343,951,310
No. of Clients	2764
No. of Advisors	20

Fee Structure

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

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	2764	$1,343,951,310
Individuals (other than high net worth individuals)	683	$210,958,790
High net worth individuals	275	$1,026,667,408
Pension and profit sharing plans	18	$34,049,129
Charitable organizations	3	$1,603,680
Corporations or other businesses	34	$70,672,303

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