Waddell & Associates Overview
- Year Founded
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1985

- Status
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Acquired/Merged
- Employees
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31

- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
Waddell & Associates General Information
Description
Provider of investment advisory and wealth management services based in Memphis, Tennessee. The company provides asset management, retirement planning, education planning, business succession planning, tax strategy, charitable planning, estate planning, insurance analysis, employee benefits, concentrated stock positioning, and executive benefits planning, thereby helping clients in planning their finances and informed decision making.
Contact Information
Website
www.wealthstrategists.com(Operating Subsidiary)
Corporate Office
- 5188 Wheelis Drive
- Memphis, TN 38117
- United States
Corporate Office
- 5188 Wheelis Drive
- Memphis, TN 38117
- United States
Waddell & Associates Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Waddell & Associates Patents
Waddell & Associates Recent Patent Activity
Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
---|---|---|---|---|---|
US-2161153-A | Dual transmission control mechanism | Inactive | 08-May-1937 |
Waddell & Associates Signals
Waddell & Associates FAQs
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When was Waddell & Associates founded?
Waddell & Associates was founded in 1985.
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Where is Waddell & Associates headquartered?
Waddell & Associates is headquartered in Memphis, TN.
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What is the size of Waddell & Associates?
Waddell & Associates has 31 total employees.
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What industry is Waddell & Associates in?
Waddell & Associates’s primary industry is Asset Management.
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Is Waddell & Associates a private or public company?
Waddell & Associates is a Private company.
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What is Waddell & Associates’s current revenue?
The current revenue for Waddell & Associates is
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When was Waddell & Associates acquired?
Waddell & Associates was acquired on 01-Apr-2016.
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Who acquired Waddell & Associates?
Waddell & Associates was acquired by Focus Financial Partners.
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