RIA Intel›Advisers›Tennessee›WADDELL & ASSOCIATES INC

WADDELL & ASSOCIATES INC

Advisory

N·MEMPHIS, TN

Data as of Jun 9, 2016 · Source: SEC Form ADV

Total AUM

$750M

1-Year AUM Growth

-8.5%

3-Year CAGR

+6.5%

Employees

12

Assets Under Management

Total AUM$750M

Discretionary AUM$676M

Non-Discretionary AUM$75M

Discretionary %90%

Total Clients—

Team

Total Employees12

Investment Advisers21

Employee Growth (1Y)—

Filing History

Total Filings on Record37

First FilingJan 31, 2001

Latest FilingJun 9, 2016

🔒 Full AUM trend chart and 37 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WADDELL & ASSOCIATES INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.