Waddell & Reed Investments
Waddell & Reed Investments (CRD# 106343) is a financial advisory firm headquartered in Overland Park, KS. They manage $31,815,991,262 in 86 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Waddell & Reed Investments
By the Numbers
-
Total Assets Under Management31,816MILLION
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Total Number of Accounts86ACCOUNTS
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Average Account Value$369,953,387
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, LA, TX
Financial Advisors at Waddell & Reed Investments
No Advisor Found.
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