One North Jefferson Avenue
Mail Code: H0004-05e
St. Louis, Missouri 63103
Tel: 314-875-3000
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 | |
$149,248,936,163 | 348524 | 6534 |
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