Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
811590945
SEC advisor number
801-107784
FINRA CRD number
283723
AUM ?
$1.34 bn
(as of 16 Oct 24)
Accounts
2,764
(as of 16 Oct 24)
Employees
20
(11 investment advisory or research)
Address
Waddell & Associates
5188 WHEELIS DRIVE
MEMPHIS
TN 38117
5188 WHEELIS DRIVE
MEMPHIS
TN 38117
Phone
901-767-9187
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 25
13F-HR
Quarterly holdings report by institutional manager
12 Nov 24
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22