6300 Lamar Avenue
Shawnee Mission, KS 66201-9217
Google Maps
Contact
Main Phone: 913-236-2000
Web Site:
http://www.waddell.com
Mutual Fund Brand(s)
Ivy Funds, Waddell & Reed Advisor Funds
Research Links
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
|
|
Background:
|
Founded in 1937, Waddell & Reed sponsors two families of mutual funds: W&R Funds and Ivy Funds [profile]. It created the Waddell & Reed Advisors Group of Mutual Funds in 1940. The company IPO'd in 1998.
The funds are advised by Waddell & Reed Investment Management Company (WRIMCO) and Ivy Investment Management Company (IICO).
The firm also owns a broker-dealer that is a primary distributor of the W&R Funds.
The firms three broker-dealers are: Waddell & Reed, Inc. (W&R), Ivy Funds Distributor, Inc. (IFDI) and Legend Equities Corporation (LEC).
The firm's 80 open-end mutual funds include: 20 portfolios in the Advisors Funds family, 32 portfolios in the Ivy Funds family, 25 portfolios in the Ivy Funds VIP family and three portfolios in InvestEd.
|
|
Sponsored Opportunities
|
|
Key People:
|
Hank Herrmann
Chairman, CEO, Waddell & Reed Financial | Mike Avery
| John Sundeen
board member, Digital Aerolus | Brent Bloss
EVP, Chief Financial Officer, Waddell & Reed Financial | Wendy Hills
Senior Vice President, Chief Legal Officer, General Counsel, Waddell & Reed Financial | Steven Anderson
Partner, MHC Capital | Derek Burke
CEO and President, FSC Securities |
|
|
Get MFWire Alerts
Raw XML
