Company Overview
- Headquarters
- 5188 Wheelis Dr., Memphis TN
- Website
- wealthstrategists.com
- Phone
- (901) 767-9187
- Employees
- 32
- Founded in
- 1985
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$10B
Who is Waddell Associates Inc
Waddell Associates Inc. is a privately held company based in Memphis, Tennessee, with 32 employees. Waddell & Associates provides investment management services to clients, offering customized investment programs guided by core principles of ownership, liquidity, transparency, simplicity, and risk-balanced asset management. Their investment approach considers global macroeconomic trends, geopolitical events, and market dynamics to position portfolios for success. The firm emphasizes a client-centric philosophy, prioritizing the best interests of their clients above all else. Their investment advisors are fiduciaries, bound by a legal and ethical obligation to act in their clients' best interests. Waddell & Associates leverages its extensive intellectual capital and deep investment expertise to guide clients towards their financial goals. For inquiries or to discuss investment management needs, please visit their website at wealthstrategists.com.
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