One North Jefferson Avenue
Mail Code: H0004-063
St. Louis, Missouri 63103-2205
Tel: 314-875-3000
WELLS FARGO CLEARING SERVICES, LLC, formally registered with the SEC as WELLS FARGO CLEARING SERVICES, LLC. The firm was established in 10/05/1990. They have over 5449 offices throughout the country.
WELLS FARGO CLEARING SERVICES, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $524,940,620,141 assets under management, offering retirement planning & investment advisory services to 1428999 clients. The firm is staffed with 20587 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 19616 |
SEC# | 801-37967 |
Assets Managed by Firm | $524,940,620,141 |
No. of Clients | 1428999 |
No. of Advisors | 20587 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1428999 | $524,940,620,141 |
Individuals (other than high net worth individuals) | 806320 | $143,209,809,235 |
High net worth individuals | 591577 | $338,297,407,450 |
Pension and profit sharing plans | 12241 | $8,392,231,192 |
Charitable organizations | 6609 | $12,152,524,657 |
Corporations or other businesses | 11900 | $21,400,206,728 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$593,126,816,828 | 4558331 | 28607 | |
$277,313,111,722 | 216 | 383 | |
$215,298,863,331 | 464 | 213 | |
$149,003,820,688 | 12 | 173 | |
$132,550,931,898 | 334814 | 6729 |
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