Overview
Assets Under Management: $21.5 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 1,136
Average Client Assets: $1.6 million
Frequently Asked Questions
WADDELL & REED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #866), WADDELL & REED is subject to fiduciary duty under federal law.
WADDELL & REED is headquartered in OVERLAND PARK, KS.
WADDELL & REED serves 1,136 high-net-worth clients according to their SEC filing dated November 08, 2018. View client details ↓
According to their SEC Form ADV, WADDELL & REED offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
WADDELL & REED manages $21.5 billion in client assets according to their SEC filing dated November 08, 2018.
According to their SEC Form ADV, WADDELL & REED serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.30%
Average Client Assets: $1.6 million
Total Client Accounts: 153,672
Discretionary Accounts: 4,082
Non-Discretionary Accounts: 149,590
Regulatory Filings
CRD Number: 866
Filing ID: 1250614
Last Filing Date: 2018-11-08 17:22:00