WELLS FARGO INVESTMENT INSTITUTE, INC.

550 South Tryon Street
40th Floor
Charlotte, North Carolina 28202
Tel: 980-266-5763

About WELLS FARGO INVESTMENT INSTITUTE, INC.

WELLS FARGO INVESTMENT INSTITUTE, INC, formally registered with the SEC as WELLS FARGO INVESTMENT INSTITUTE, INC. The firm was established in 05/13/2005. They have over 39 offices throughout the country.

WELLS FARGO INVESTMENT INSTITUTE, INC. is a Charlotte, North Carolina based Financial Planning firm with nearly $38,123,578,794 assets under management, offering retirement planning & investment advisory services to 24240 clients. The firm is staffed with 264 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133204
SEC#	801-64191
Assets Managed by Firm	$38,123,578,794
No. of Clients	24240
No. of Advisors	264

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors
Publication of periodicals or Newsleters

Firm Client Information

	No. of Clients	AUM
Firm Total	24240	$38,123,578,794
Individuals (other than high net worth individuals)	995	$129,788,919
High net worth individuals	22732	$36,348,520,186
Pension and profit sharing plans	7	$41,291,873
Charitable organizations	289	$436,511,265
Corporations or other businesses	39	$712,511,948

Inquire with WELLS FARGO INVESTMENT INSTITUTE, INC.

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