WELLS FARGO ADVISORS

One North Jefferson Avenue
Mail Code: H0004-05e
St. Louis, Missouri 63103-2205
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 10/05/1990. They have over 5449 offices throughout the country.

WELLS FARGO ADVISORS is a St. Louis, Missouri based Financial Planning firm with nearly $558,464,518,060 assets under management, offering retirement planning & investment advisory services to 1352052 clients. The firm is staffed with 19871 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	19616
SEC#	801-37967
Assets Managed by Firm	$558,464,518,060
No. of Clients	1352052
No. of Advisors	19871

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	1352052	$558,464,518,060
Individuals (other than high net worth individuals)	708641	$120,597,648,024
High net worth individuals	614826	$391,367,631,262
Pension and profit sharing plans	10924	$8,521,259,529
Charitable organizations	6274	$13,207,463,280
Corporations or other businesses	11065	$23,200,151,320

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