WADDELL & ASSOCIATES INC
CRD #105746 SEC #801-26693 MEMPHIS, TN 901-767-9187
SEC Registered
Total AUM
$750.4M
Discretionary
$675.6M
Employees
21
Clients
101
Accounts
2,741
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2016 | $750.4M | $675.6M | $74.9M | 21 | 1,000 |
| Mar 2016 | $750.4M | $675.6M | $74.9M | 21 | 1,000 |
| Jul 2015 | $820.4M | $742M | $78.4M | 22 | 1,000 |
| Mar 2015 | $820.4M | $742M | $78.4M | 22 | 1,000 |
| Nov 2014 | $771.5M | $710.2M | $61.3M | 22 | 900 |
| Jun 2014 | $771.5M | $710.2M | $61.3M | 22 | 900 |
| Mar 2014 | $771.5M | $710.2M | $61.3M | 22 | 900 |
| Aug 2013 | $622.7M | $587.8M | $35M | 22 | 900 |
| Jun 2013 | $622.7M | $587.8M | $35M | 22 | 900 |
| Mar 2013 | $622.7M | $587.8M | $35M | 22 | 900 |
| Sep 2012 | $559.3M | $559.3M | $0 | 11 | 900 |
| Mar 2012 | $559.3M | $559.3M | $0 | 11 | 900 |
| Mar 2011 | $545.2M | $530.4M | $14.8M | -- | -- |
| Jan 2011 | $473.8M | $459.1M | $14.7M | -- | -- |
| Jul 2010 | $473.8M | $459.1M | $14.7M | -- | -- |
| Jan 2010 | $337.9M | $325.7M | $12.1M | -- | -- |
| Mar 2009 | $337.9M | $325.7M | $12.1M | -- | -- |
| Mar 2007 | $450.9M | $436.2M | $14.8M | -- | -- |
| Nov 2005 | $324.9M | $324.9M | $0 | -- | -- |
| Oct 2005 | $324.9M | $324.9M | $0 | -- | -- |
| May 2005 | $324.9M | $324.9M | $0 | -- | -- |
| May 2004 | $254.6M | $254.6M | $0 | -- | -- |
| Mar 2004 | $254.6M | $254.6M | $0 | -- | -- |
| Oct 2003 | $188.5M | $188.5M | $0 | -- | -- |
| Oct 2003 | $188.5M | $188.5M | $0 | -- | -- |
| Mar 2002 | $267.9M | $267.9M | $0 | -- | -- |
DateJun 2016
Total AUM$750.4M
Discretionary$675.6M
Non-Disc.$74.9M
Employees21
Clients1,000
DateMar 2016
Total AUM$750.4M
Discretionary$675.6M
Non-Disc.$74.9M
Employees21
Clients1,000
DateJul 2015
Total AUM$820.4M
Discretionary$742M
Non-Disc.$78.4M
Employees22
Clients1,000
DateMar 2015
Total AUM$820.4M
Discretionary$742M
Non-Disc.$78.4M
Employees22
Clients1,000
DateNov 2014
Total AUM$771.5M
Discretionary$710.2M
Non-Disc.$61.3M
Employees22
Clients900
DateJun 2014
Total AUM$771.5M
Discretionary$710.2M
Non-Disc.$61.3M
Employees22
Clients900
DateMar 2014
Total AUM$771.5M
Discretionary$710.2M
Non-Disc.$61.3M
Employees22
Clients900
DateAug 2013
Total AUM$622.7M
Discretionary$587.8M
Non-Disc.$35M
Employees22
Clients900
DateJun 2013
Total AUM$622.7M
Discretionary$587.8M
Non-Disc.$35M
Employees22
Clients900
DateMar 2013
Total AUM$622.7M
Discretionary$587.8M
Non-Disc.$35M
Employees22
Clients900
DateSep 2012
Total AUM$559.3M
Discretionary$559.3M
Non-Disc.$0
Employees11
Clients900
DateMar 2012
Total AUM$559.3M
Discretionary$559.3M
Non-Disc.$0
Employees11
Clients900
DateMar 2011
Total AUM$545.2M
Discretionary$530.4M
Non-Disc.$14.8M
Employees--
Clients--
DateJan 2011
Total AUM$473.8M
Discretionary$459.1M
Non-Disc.$14.7M
Employees--
Clients--
DateJul 2010
Total AUM$473.8M
Discretionary$459.1M
Non-Disc.$14.7M
Employees--
Clients--
DateJan 2010
Total AUM$337.9M
Discretionary$325.7M
Non-Disc.$12.1M
Employees--
Clients--
DateMar 2009
Total AUM$337.9M
Discretionary$325.7M
Non-Disc.$12.1M
Employees--
Clients--
DateMar 2007
Total AUM$450.9M
Discretionary$436.2M
Non-Disc.$14.8M
Employees--
Clients--
DateNov 2005
Total AUM$324.9M
Discretionary$324.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$324.9M
Discretionary$324.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$324.9M
Discretionary$324.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$267.9M
Discretionary$267.9M
Non-Disc.$0
Employees--
Clients--