Waddell & Associates

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

5188 Wheelis Dr, Memphis, Tennessee, 381...

Phone Number

(901) 767-9187

Revenue

$10.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Waddell & Associates

Founded in 1985, Waddell & Associates, LLC offers investment advisory services. The Company provides financial planning, consulting, and investment management services. Waddell & Associates serves customers in the United States.Explore more
Waddell & Associates's Social MediaPopular SearchesWaddell & AssociatesWaddell & Associates LLCWaddell AssociatesWaddell Associates IncWaddell and AssociatesSIC Code 62,628NAICS Code 52,523Show more

Waddell & Associates Org Chart

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Perry Green, Chief Financial Officer & Senior Wealth Strategist at Waddell & Associates
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Chief Financial Officer & Senior Wealth Strat...

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PR
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Chief Administrative Officer (CAO)

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CN
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Managing Director

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CR
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Senior Vice President, Senior Wealth Strategi...

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Compare Similar Companies to Waddell & Associates

Compare insights from companies similar to Waddell & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waddell & Associates

$10.3M
11-50
Private
-
1985
Perry Green, Chief Financial Officer & Senior Wealth Strategist at Waddell & Associates
Perry GreenChief Financial Officer & Senior Wealth Strategist
<$5M
1-10
Private
-
2019
JR
Josiah RobisonFinancial Advisor
<$5M
1-10
Private
-
2013
JG
Joshua GoldChief Operating Officer
<$5M
1-10
Private
-
2011
AW
Allyssa WallerSales & Marketing Specialist
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
-
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Waddell & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Waddell & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Waddell & Associates.

Waddell & Associates Tech Stack

A closer look at the technologies used by Waddell & Associates

Most Recent Scoops

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Facilities Relocation / Expansion
Waddell & Associates is planning to move its offices in January 2022. The move will impact approximately 10 employees at their existing office located at 7100 Executive Center Drive, Inside Mooreland Mansion, Suite 100, Brentwood, TN.
Facilities Relocation/Expansion
New Hire
Executive Move
New Hire
Executive Move
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Top Finance Companies

Frequently Asked Questions Regarding Waddell & Associates

What is Waddell & Associates's official website?
Waddell & Associates's official website is www.wealthstrategists.com
What is Waddell & Associates's Revenue?
Waddell & Associates's revenue is $10.3 Million
What is Waddell & Associates's SIC code?
Waddell & Associates's SIC: 62,628
What is Waddell & Associates's NAICS code?
Waddell & Associates's NAICS: 52,523
How many employees does Waddell & Associates have?
Waddell & Associates has 11-50 employees
What industry does Waddell & Associates belong to?
Waddell & Associates is in the industry of: Finance, Securities Trading
What is Waddell & Associates competition?
Waddell & Associates top competitors include: Three Bays Capital, halleyhill.com, Voyageur Capital Advisors, Zenith Investment Management
What companies has Waddell & Associates acquired?
Waddell & Associates has acquired the companies: The Colony Group, Resnick Advisors, Harvest Capital, Ciaschi, Dietershagen, Little, Mickelson
What technology does Waddell & Associates use?
Some of the popular technologies that Waddell & Associates uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
Who is the CFO of Waddell & Associates?
Waddell & Associates's CFO is Perry Green
How do I contact Waddell & Associates?
Waddell & Associates contact info: Phone number: (901) 767-9187 Website: www.wealthstrategists.com
What does Waddell & Associates do?

Founded in 1985, Waddell & Associates, LLC offers investment advisory services. The Company provides financial planning, consulting, and investment management services. Waddell & Associates serves customers in the United States.... Read More

What are Waddell & Associates social media links?
Waddell & Associates Linkedin page
Is Waddell & Associates a public company?
Waddell & Associates is private company therefore does not currently have an official ticker symbol
See more information about Waddell & Associates

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