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Waddell & Reed Financial

Waddell & Reed Financial

Revenue

$1 B

FY, 2020

Waddell & Reed Financial Summary

Company summary

Overview
Waddell & Reed Financial is an asset and wealth management company. It offers investment and planning services to individuals and institutional investors. The company distributes its investment products through the channel under the IVY INVESTMENTS brand (encompassing broker/dealer, retirement, and registered investment advisors), their wealth management channel through its independent financial advisors, and its institutional channel, which includes defined benefit plans, pension plans, endowments, and sub-advisory relationships.
Type
Subsidiary
Status
Active
Founded
1937
HQ
Mission, KS, US | view all locations
Website
http://www.waddell.com/
Cybersecurity rating
ESG rating
40-49 out of 100|View all ESG data
Sectors

Key people

  • Philip J. Sanders

    Philip J. Sanders, Chief Executive Officer

    • Brent K. Bloss
    • Mark P. Buyle

      Mark P. Buyle, Senior Vice President, General Counsel, Chief Legal Officer and Secretary

      • Benjamin R. Clouse

        Benjamin R. Clouse, Senior Vice President and Chief Financial Officer

      Operating MetricsView all

      Advisors

      916

      Q1, 2021

      Licensed Advisor Associates

      382
      3.0%

      Q1, 2021

      Licensed Individuals

      1.3K
      1.4%

      Q1, 2021

      LocationsView all

      1 location detected

      • Mission, KS HQ

        United States

        6300 Lamar Ave

      Waddell & Reed Financial Financials

      Summary financials

      Revenue (Q1, 2021)
      $295.4M
      Net income (Q1, 2021)
      $1.6M
      Cash (Q1, 2021)
      $193.9M
      EBIT (Q1, 2021)
      $2.1M

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