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WELLS FARGO CLEARING SERVICES, LLC

One North Jefferson Avenue
Mail Code: H0004-063
St. Louis, Missouri 63103-2205
Tel: 314-875-3000

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About WELLS FARGO CLEARING SERVICES, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#19616
SEC# 801-37967
Assets Managed by Firm $524,940,620,141
No. of Clients 1428999
No. of Advisors 20587

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commision Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1428999$524,940,620,141
Individuals (other than high net worth individuals)806320$143,209,809,235
High net worth individuals591577$338,297,407,450
Pension and profit sharing plans12241$8,392,231,192
Charitable organizations6609$12,152,524,657
Corporations or other businesses11900$21,400,206,728
Inquire with WELLS FARGO CLEARING SERVICES, LLC

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