WELLS FARGO ADVISORS

One North Jefferson Avenue
Mail Code: H0004-05e
St. Louis, Missouri 63103
Tel: 314-875-3000

About WELLS FARGO ADVISORS

WELLS FARGO ADVISORS, formally registered with the SEC as WELLS FARGO ADVISORS. The firm was established in 04/03/2000. They have over 867 offices throughout the country.

WELLS FARGO ADVISORS is a St. Louis, Missouri based Financial Planning firm with nearly $154,192,149,347 assets under management, offering retirement planning & investment advisory services to 346499 clients. The firm is staffed with 3227 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	11025
SEC#	801-57434
Assets Managed by Firm	$154,192,149,347
No. of Clients	346499
No. of Advisors	3227

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	346499	$154,192,149,347
Individuals (other than high net worth individuals)	178378	$35,724,468,977
High net worth individuals	159637	$106,264,430,714
Pension and profit sharing plans	3704	$2,733,122,770
Charitable organizations	1709	$3,058,502,962
Corporations or other businesses	2906	$6,192,609,432

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