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 7 offices throughout the country.

WELLS FARGO INVESTMENT INSTITUTE, INC. is a Charlotte, North Carolina based Financial Planning firm with nearly $43,998,251,201 assets under management, offering retirement planning & investment advisory services to 20338 clients. The firm is staffed with 251 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133204
SEC#	801-64191
Assets Managed by Firm	$43,998,251,201
No. of Clients	20338
No. of Advisors	251

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	20338	$43,998,251,201
Individuals (other than high net worth individuals)	187	$29,913,592
High net worth individuals	18095	$36,411,268,900
Pension and profit sharing plans	8	$18,228,560
Charitable organizations	218	$362,297,852
Corporations or other businesses	57	$652,122,170

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