Waddell & Reed Financial Inc.

(NYE:WDR) Trade

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Profile

Waddell & Reed is a midsize asset manager that had $74.8 billion in assets under management at the end of 2020. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for 95% of managed assets, is handled through the company's own registered investment advisors (58% of AUM) and third-party broker/dealers and advisors (37%) in the wholesale channel. Equity-driven strategies account for an estimated 80% of total AUM, with fixed-income (18%) and money market (2%) offerings accounting for the remainder. The company has no discernible reach outside the United States.

Contact Information

Website: www.waddell.com
Email: mdaley1@waddell.com
Main Phone: +1 913 236-2000
Address: 6300 Lamar Avenue
State: KS
City / Town: Overland Park
Country: US
Postal Code: 66202

Issuer Information

Exchange: NYE
CEO: Philip Sanders
Employees: 1116
NAICS: Securities Brokerage(523120)

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