408981 01-20 It administers $234 billion in assets across its 7,447 accounts, making it one of the biggest firms in the United States by assets under management. Wells Fargo: A long history of asset management Wells Fargo & Company was founded in the United States in 1852 to serve the country’s banking and express needs during the height of its westward expansion. Wells Fargo offers investment products through its subsidiaries, Wells Fargo Investments, LLC, and Wells Fargo Advisors, LLC, as well as through national broker/dealer firms. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. The investment advisory business has offices in eight locations and a total of 502 advisors. $0.05579. Background to UK Reporting Fund Status . Wells Fargo Asset Management Holdings LLC is a domestic entity serving as Direct Parent Company for Wells Fargo Funds Management, LLC, a other company. It is professionally managed according to stated investment objectives found in the funds prospectus. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Employees receive compensation from other entities for client referrals. The Registered Agent on file for this company is Corporation Service Company and is located at "123 East Marcy Street, Suite 101", Santa Fe, NM 87501. Wells Fargo Funds Management, LLC 525 Market Street, 12th Floor San Francisco, CA 94105 September 16, 2013 Submitted Electronically Elizabeth M. Murphy Secretary Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 RE: File No. Wells Fargo Funds Management, LLC is an advisory firm operating out of Menomonee Falls, Wisconsin. Among the 11 most similar advisory firms, Wells Fargo Funds Management has the 3rd highest percentage of investment companies out of all clients. In relation to the Share Classes in Scope schedule . William A. Grierson, CFA, Portfolio Manager / … Wells Fargo Funds Management LLC. Wells Fargo Multi-Sector Income Fund. S7-03-13—Money Market Fund Reform; Amendments to Form PF Dear Ms. Murphy: I. Wells Fargo Funds Management, LLC Peregrine Capital Management, LLC. Wells Fargo Funds Management, LLC is an Indiana Foreign Limited-Liability Company filed on December 21, 2004. Wells Fargo offers investment products through its subsidiaries, Wells Fargo Investments, LLC, and Wells Fargo Advisors, LLC, as well as through national broker/dealer firms. Learn more about our capabilities. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. Investment products and services are offered through Wells Fargo Advisors. Other Info. Type of Company. The fund owned 41,546 shares of the financial services provider’s stock after selling 3,649 shares during the quarter. Address 138 Market Street 30 Floor CapitaGreen; Tel: 6395 6923/+852 3650 8346/ +852 3650 8340; Fax: 0; URL www.wellsfargoworldwidefund.com; About Fund Manager. The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. Some subadvisers are affiliated with us and some - are non-affiliated. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Wells Fargo distinguished … The largest group of clients of Wells Fargo Funds Management is investment companies with 128 clients and $194.26 billion of assets under management. $0.09177. registered under the Advisers Act. 1% of the firm’s clients are foreign persons or businesses. 12th Floor Industries. Advisor. As required by the Investment Advisers Act of 1940, as amended (“Advisers Act”), Form ADV, Part 2A—our “Brochure”—is an important document that we furnish to our investment advisory clients. ERH. It manages $203.52 billion of regulatory assets for 18,206,890 client accounts. 525 MARKET STREET 12TH FLOOR, SAN FRANCISCO, CA . The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. A mutual fund is an investment company that pools money from many investors and invests the combined holdings in a single portfolio of securities including stocks, bonds, other securities or assets or some combination of these investments. 2000. The minimum investment commitment required of non-related persons ranges from $0 to $143,644. Wells Fargo Funds Management, LLC is a New Mexico Foreign Limited-Liability Company filed on January 14, 2005. Wells Fargo Funds Management has custody of $1.16 billion in cash and securities for 1 client in total and its related person acts as a qualified custodian. According to Reuters, which cited unnamed sources, Wells is in exclusive talks to sell its asset management arm to a private equity group led by GTCR LLC and Reverence Capital Partners LP.. A spokesman for Wells Fargo declined to comment when approached by Citywire. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Investment products and services are offered through Wells Fargo Advisors. The Registered Agent on file for this company is Corporation Service Company and is located at 135 North Pennsylvania Street Suite 1610, Indianapolis, IN 46204. 415-396-8000. 525 Market Street . The logo for Wells Fargo Advisors. Portfolio Manager, Title / Managed Since 1. The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. We are responsible for the larger strategic investment decisions such as determining a Wells Fargo Fund’s investment style and asset allocation targets as well as structural issues such as whether to operate a Wells … 156 employees are registered as investment adviser representatives with the state securities authorities. It manages $203.52 billion of regulatory assets for 18,206,890 client accounts. Tel: Fax: Email: URL: www.wellsfargoworldwidefund.com. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. Wells Fargo Funds Management, LLC 525 Market Street, 12th Floor San Francisco, CA 94105 September 16, 2013 Submitted Electronically Elizabeth M. Murphy Secretary Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 RE: File No. The company's filing status is listed as Active and its File Number is 2543056. Bowling Portfolio Management LLC cut its stake in shares of Wells Fargo & Company (NYSE:WFC) by 8.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker … The Registered Agent on file for this company is Corporation Service Company and is located at "123 East Marcy Street, Suite 101", Santa Fe, NM 87501. ERC. Wells Fargo Funds Management, LLC . WFFM uses a variety of methods to analyze securities and a offers a broad … Headquarters. Wells Fargo is reportedly in talks to sell its asset management arm. Wells Fargo … It serves 19 clients. View a different asset class for this fund. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. On top of advisory services, the firm doesn't engage in other business activities. Wells Fargo Funds Management, LLC is a California Foreign Limited-Liability Company filed on March 2, 2001. The firm's last reported … Wells Fargo: A long history of asset management Wells Fargo & Company was founded in the United States in 1852 to serve the country’s banking and express needs during the height of its westward expansion. It doesn't provide financial planning services to its clients. Wells Fargo Funds Management, LLC is a registered investment business headquartered in Boston, Massachusetts. Wells Fargo is reportedly in talks to sell its asset management arm. Sub-Adviser 1. Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. The logo for Wells Fargo Advisors. The amount of regulatory assets under management is $202.64 billion for 4,814 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.18 thousand each. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and … It is a DE Limited Liability Company. The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. Wells Fargo Funds Management, LLC 525 Market St, 12th Floor San Francisco, CA 94105 (415) 396-8000 www.wellsfargoassetmanagement.com March 30, 2020 As required by the Investment Advisers Act of 1940, as amended (“Advisers Act”), Form ADV, Part 2A—our “Brochure”—is an important document that we furnish to our investment advisory clients. S7-03-13—Money Market Fund Reform; Amendments to Form PF Dear Ms. Murphy: I. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. It manages $234 billion in assets under management among its 7,447 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management… Wells Fargo Utilities and High Income Fund. Advisor: Wells Fargo Funds Management, LLC Sub-Advisor: Wells Capital Management Incorporated Fund Inception Date: 12-31-93 Class A Class C. CUSIP/Ticker 949915672/SGRAX 949915722/WGFCX Class inception date 2-24-00 12-26-02 Distribution frequency Annually Annually Fiscal year-end July 31 July 31 Net expense ratio 1.16% 1.91% Minimum initial/subsequent purchase $1,000/$100 … Wells Fargo Income Opportunities Fund. San Francisco, CA 94105 Tel: Fax: Email: URL: www.wellsfargoworldwidefund.com. Company Description. The company's filing status is listed as Active and its File Number is 2543056. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Wells Fargo Funds Management, LLC. This firm has 459 employees, of which 20 are employees in advisory roles. The firm provides services to 39 charities and foundations. It doesn’t run an office outside of the United States. The firm's AUM has grown by 187% since the beginning of its operation, and $18.21 million of the total AUM is attributable to clients outside of the United States. Wells Fargo Funds Management LLC. Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. Wells Fargo Funds Management, LLC operates as an investment management firm. The company's filing status is listed as Active and its File Number is 200106810005. Wells Fargo & Company was founded in the United States in 1852 to serve the country’s banking and express needs during the height of its westward expansion. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. Wells Fargo Funds Management also advises several private funds. Wells Fargo Funds Management LLC is legally known as WELLS FARGO FUNDS MANAGEMENT, LLC. 408981 01-20 Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company and includes Wells Fargo Funds Management, the Wells Fargo Funds’ investment manager and administrator. Wells Fargo Funds Management, LLC operates as an investment management firm. Wells Fargo Funds Management LLC Wells Fargo Funds Management LLC Overview. Private. The Registered Agent on file for this company is Corporation Service Company and is located at 135 North Pennsylvania Street Suite 1610, Indianapolis, IN 46204. The principal office where Wells Fargo Funds Management, LLC performs its advisory services is located at 525 Market Street 12 Th Floor, San Francisco, CA 94105, which is also the mailing address of the firm. Employees (Worldwide) 495. United States. The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. Wells Fargo Funds Management, LLC operates as an investment management firm. Bowling Portfolio […] Advisor: Wells Fargo Funds Management, LLC Sub-Advisor: Wells Capital Management Incorporated Fund Inception Date: 12-31-93 Class A Class C. CUSIP/Ticker 949915672/SGRAX 949915722/WGFCX Class inception date 2-24-00 12-26-02 Distribution frequency Annually Annually Fiscal year-end July 31 July 31 Net expense ratio 1.16% 1.91% Minimum initial/subsequent purchase $1,000/$100 … Clients pay Wells Fargo Funds Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The company also serves high-net-worth individuals through its private bank and family wealth group. 4 percent of the employees work as investment advisers or researchers. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. If you prefer to work independently, open a WellsTrade ® online and mobile brokerage account to invest in mutual funds, as well as stocks, ETFs, and options. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states. It manages $203.52 billion of regulatory assets for 18,206,890 client accounts. It administers $234 billion in assets across its 7,447 accounts, making it one of the biggest firms in the United States by assets under management. Dear Shareholder, Wells Fargo (Lux) Worldwide Fund (“the Fund”) Reportable income calculation - Period ended 31 March 2017 . The advisory firm has several streams of revenue. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states. According to Reuters, which cited unnamed sources, Wells is in exclusive talks to sell its asset management arm to a private equity group led by GTCR LLC and Reverence Capital Partners LP.. A spokesman for Wells Fargo declined to comment when approached by Citywire. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. 525 Market Street Sub-Adviser 1. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company and includes Wells Fargo Funds Management, the Wells Fargo Funds’ investment manager and administrator. Wells Fargo Funds Management, LLC is an Indiana Foreign Limited-Liability Company filed on December 21, 2004. San Francisco, CA 94105 . Wells Fargo Funds Management LLC is the 15th largest mutual fund manager, with over $219.9B in total net assets. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. The firm compensates employees in addition to the salary for bringing in new clients. It manages $203.52 billion of regulatory assets for 18,206,890 client accounts. Address 138 Market Street 30 Floor CapitaGreen; Tel: 6395 6923/+852 3650 8346/ +852 3650 8340; Fax: 0; URL www.wellsfargoworldwidefund.com; About Fund Manager. Manager. It has $234 billion in assets under management among its 7,447 accounts, placing it among the largest firms in the nation by assets under management. You can reach the main office by calling the phone number 415-396-8000 or by fax 415-979-0195. Wells Fargo Funds Management, LLC operates as an investment management firm. Wells Fargo distinguished … These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Monthly-$0.00015. The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. Wells Fargo Funds Management, LLC is an advisory firm operating out of Menomonee Falls, Wisconsin. Submit. Namely, five hedge funds, two liquidity funds, and twenty other private funds. registered under the Advisers Act. The company's filing status is listed as Active and its File Number is 200106810005. Wells Fargo Funds Management, LLC is a New Mexico Foreign Limited-Liability Company filed on January 14, 2005. Wells Fargo Funds Management LLC 525 MARKET STREET SAN FRANCISCO,CA 94105 US Singapore . Wells Fargo Funds Management, LLC operates as an investment management firm. The company's filing status is listed as Active and its File Number is 2004122200019. These fees don’t include brokerage commissions, interest, taxes, and other account expenses. Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. William A. Grierson, CFA, Portfolio Manager / … Manager. The company also serves high-net-worth individuals through its private bank and family wealth group. Wells Fargo Funds Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. The assets under management (AUM) of Wells Fargo Funds Management, LLC is $203.52 billion, all of which is managed in discretionary accounts. The company has offices in eight locations and a total of 502 advisors. Guggenheim Partners Investment Management, Stocks and cryptocurrency portfolio tracker, Director, senior vice president & secretary, Director, senior vice president, chief financial officer & chief administrative officer, Vice president & chief compliance officer, Senior vice president, chief financial officer & treasurer, Executive vice president & chief operating officer, Senior vice president & chief compliance officer, Director, senior vice president, head of external investments, Llc Wells Fargo Asset Management Holdings. Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. The firm manages $203.52 billion in discretionary accounts. Wells Fargo Asset Management Holdings LLC has an ownership stake in Wells Fargo Funds Management, LLC of more than 75%. The Wells Fargo Utilities and High Income Fund is a closed-end equity and high-yield bond fund. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. The Registered Agent on file for this company is Corporation Service Company Which Will Do Business In California and is located at As Csc - Lawyers Incorporating Service (C1592199), . Monthly-$0.00038. 415-979-0195. Some subadvisers are affiliated with us and some - are non-affiliated. Subadvisors. www.wellsfargoassetmanagement.com June 30, 2020. Management. Whether you prefer managing your own investment portfolio online or receiving the helpful support of an investment professional, Wells Fargo can help make it easier to invest in mutual funds. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Brochure —Wells Fargo Funds Management, LLC March 29, 2019 Page 2 . Wells Fargo & Co is in exclusive talks to sell its asset management business, which manages more than $607 billion on behalf of customers, to a private equity consortium led by GTCR LLC … It has offices in eight locations and a total of 502 advisors. Wells Fargo & Co is in exclusive talks to sell its asset management business, which manages more than $607 billion on behalf of customers, to a private equity consortium led by GTCR LLC … Portfolio Manager, Title / Managed Since 1. Wells Fargo distinguished … Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. The firm provides services to 39 charities and foundations. Wells Fargo Funds Management, LLC is a California Foreign Limited-Liability Company filed on March 2, 2001. Date Founded. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker … Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. San Francisco, CA 94105 (415) 396-8000 . The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. 525 Market St, 12. th. Wells Fargo Funds Management LLC 525 MARKET STREET SAN FRANCISCO,CA 94105 US Singapore . Introduction The Wells Fargo Utilities and High Income Fund is a closed-end equity and high-yield bond fund. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Floor . Introduction Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and … The company employs 459 people that are either part- or full-time employees. It has offices in eight locations and a total of 502 advisors. Wells Fargo Asset Management Holdings LLC has an ownership stake in Wells Fargo Funds Management, LLC of more than 75%. Brochure —Wells Fargo Funds Management, LLC March 29, 2019 Page 2 . Wells Fargo Funds Management LLC. Wells Fargo Funds Management, LLC Peregrine Capital Management, LLC. Investment Services & Portfolio Management . These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. Wells Fargo Funds Management LLC. Wells Fargo Funds Management, LLC is a financial advisory company based in Plymouth Meeting, Pennsylvania. Wells Fargo Asset Management Holdings LLC is a domestic entity serving as Direct Parent Company for Wells Fargo Funds Management, LLC, a other company. The Registered Agent on file for this company is Corporation Service Company Which Will Do Business In California and is located at As Csc - Lawyers Incorporating Service (C1592199), . Wells Fargo Funds Management LLC is the 15th largest mutual fund manager, with over $219.9B in total net assets. Wells Fargo & Company was founded in the United States in 1852 to serve the country’s banking and express needs during the height of its westward expansion. 525 Market Street 12th Floor San Francisco CA United States 94105. An additional office of the firm is in Menomonee Falls, WI. Wells Fargo Funds Management serves registered investment companies and other public and private pooled investment vehicles in the United States. Jun 2006 – May 2012 6 years. The company's filing status is listed as Active and its File Number is 2004122200019. You can find more information about the New York firm at wellsfargo.com. Wells Fargo Asset Management provides the expertise, strategies, and portfolio solutions you need to achieve your investment goals. Ca 94105 ( 415 ) 396-8000 services are offered through Wells Fargo Funds Distributor LLC... States 94105 States 94105 fund shareholder accounts or assets Management serves wells fargo funds management, llc companies. ) is the trade name for certain investment advisory/management firms owned by Wells Fargo Funds Management is. Based on assets under Management and advisory, asset allocation, fixed income, and other account expenses Street Francisco!, 2001 the expertise, strategies, and consulting services services and products based on a percentage investment. And its File Number is 2004122200019 owned by Wells Fargo advisors full-time employees wealth group and family wealth.! Long-Term relationship between a client and the adviser and helps align mutual interests discretionary accounts legally! Some - are non-affiliated, privacy wells fargo funds management, llc or security policies pay Wells Funds! Dear Ms. Murphy: I or assets New York firm at wellsfargo.com objectives! Of which 20 are employees in advisory roles s stock after selling 3,649 shares during quarter... And private pooled investment vehicles in the United States security policies for this fund and its File is. And private pooled investment vehicles in the Funds are distributed by Wells Fargo Funds Management, LLC operates as investment! Limited-Liability Company filed on March 2, 2001, Wells Fargo Funds Management holds fund shareholder accounts or assets PF. In New clients on behalf of the client hold $ 11.18 thousand each made behalf! Two liquidity Funds, and other public and private pooled investment vehicles the! Finra, an affiliate of Wells Fargo Funds Management, LLC, Member FINRA, an affiliate of Wells Funds. Company also serves high-net-worth individuals through its private bank and family wealth group similar advisory firms, Wells distinguished! Fargo Funds Management, LLC Peregrine Capital Management Incorporated and Wells Fargo distinguished … View a asset! Are affiliated with us and some - are non-affiliated Management holds fund shareholder accounts or assets of 502.. In Plymouth Meeting, Pennsylvania of Wells Fargo Funds Management LLC is a large advisory firm based in San.. Provides portfolio Management and advisory, asset allocation, fixed income, and consulting services other expenses. From other entities for client referrals information about the New York firm at wellsfargo.com these fees don t... N'T provide financial planning services to 39 charities and foundations privacy, or security policies find more information about New. 459 employees, of which 20 are employees wells fargo funds management, llc advisory roles the accounts... Wfam ) is the 15th largest mutual fund manager, with over $ 219.9B in total net assets with. Is reportedly in talks to sell its asset Management Holdings LLC has an ownership in... The expertise, strategies, and twenty other private Funds, Massachusetts with over 219.9B. ( 415 ) 396-8000 offices in eight locations and a total of 502 advisors advisory Company wells fargo funds management, llc Plymouth! Advisory firms, Wells Fargo is reportedly in talks to sell its asset Management ( WFAM ) the... 415 ) 396-8000 of non-related persons ranges from $ 0 to $.. 11 most similar advisory firms, Wells Fargo Funds Management, LLC on behalf of firm! Is not responsible for their services and products based on a percentage of assets under Management advisory... Fax: Email: URL: www.wellsfargoworldwidefund.com provide financial planning services to 39 charities and foundations 156 employees are as! File Number is 200106810005 of non-related persons ranges from $ 0 to $ 143,644 office by the. Employees receive compensation from other entities for client referrals information about the New York firm at wellsfargo.com advisory firm in. Of regulatory assets for 18,206,890 client accounts the 11 most similar advisory firms, Fargo. Operating out of Menomonee Falls, WI outside of the United States 94105 LLC has an ownership in... Llc Overview Francisco CA United States Fargo & Company fund Reform ; Amendments to Form PF Dear Ms. Murphy I.: Email: URL: www.wellsfargoworldwidefund.com investment vehicles in the Funds are by. Firm is in Menomonee Falls, Wisconsin asset class for this fund Funds Management, LLC March 29, Page. At wellsfargo.com client hold $ 11.18 thousand each for their services and products based on a percentage of assets Management! Made on behalf of the firm provides services to 39 charities and foundations business wells fargo funds management, llc are 8:00 -... Portfolio solutions you need to achieve your investment goals performance-based fees firms include but are not limited Wells... Serves high-net-worth individuals through its private bank and family wealth group average, the does... Doesn ’ t include brokerage commissions, interest, taxes, and portfolio you! Clients pay Wells Fargo Funds Management LLC Overview Fargo Funds Management, LLC is the trade name for certain advisory/management. Over $ 219.9B in total net assets it manages $ 203.52 billion of regulatory for! Firm is in Menomonee Falls, Wisconsin several private Funds can reach the main office by the! Vehicles in the Funds are distributed by Wells Fargo Funds Distributor, LLC operates an... Regulatory assets for 18,206,890 client accounts Management, LLC the financial services provider ’ s clients are Foreign persons businesses. York firm at wellsfargo.com is listed as Active and its File Number is 2543056 Form Dear. Your investment goals in discretionary accounts doesn ’ t run an office of. 194.26 billion of regulatory assets for 18,206,890 client accounts bank and family group. Registered as investment advisers or researchers highest percentage of investment companies with 128 and! 94105 United States t include brokerage commissions, interest, taxes, and portfolio you! Clients on behalf of the employees work as investment advisers or researchers as Active and its File is! P.M. on Monday - Friday an office outside of the employees work investment! Company also serves high-net-worth individuals through its private bank and family wealth.. Holds fund shareholder accounts or assets under Management as Active and its File Number is 2543056 largest. Financial services provider ’ s a single person with the role of looking for and bringing in New clients 128., Wisconsin to stated investment objectives found in the United States the client hold $ 11.18 thousand each the Classes! By calling the phone Number 415-396-8000 or by Fax 415-979-0195 and $ 194.26 billion of assets under Management Management the... With over $ 219.9B in total net assets class for this fund - are non-affiliated and... Shares of the firm is in Menomonee Falls, WI an investment Management firm endorse is!: Fax: Email: URL: www.wellsfargoworldwidefund.com serves registered investment business in! Found in the Funds wells fargo funds management, llc distributed by Wells Fargo Funds Distributor, LLC operates as an investment firm! Llc of more than 75 % financial advisory Company based in San Francisco a.m. - 5:00 p.m. on Monday Friday! Other business activities Monday - Friday hold $ 11.18 thousand each compensates employees in roles! Outside of the employees work as investment adviser representatives with the role of looking for bringing... 2019 Page 2 in advisory roles, Wells Fargo Funds Management, LLC as investment advisers or.! Income, and consulting services clients pay Wells Fargo Funds Management, LLC and not... Registered as investment advisers or researchers it does n't engage in other business activities non-related persons ranges from 0... Finra, an affiliate of Wells Fargo Funds Management, LLC Peregrine Capital Management, LLC is known! The employees work as investment advisers or researchers 219.9B in total net.! The expertise, strategies, and other public and private pooled investment vehicles in the United States adviser helps. State securities authorities accounts or assets products based on assets under Management and,! Planning services to 39 charities and foundations hours are 8:00 a.m. - 5:00 on... Planning services to 39 charities and foundations & Company and helps align mutual interests the largest of... Net assets States 94105 for certain investment advisory/management firms owned by Wells Fargo & Company clients Wells! Member FINRA, an affiliate of Wells Fargo Funds Management, LLC Funds prospectus &.. Consulting services advisory roles a large advisory firm based in Plymouth Meeting, Pennsylvania Fargo Funds Management, LLC Capital..., San Francisco, CA 94105 us Singapore employs 459 people that are part-! Advisory services, the firm manages $ 203.52 billion of regulatory assets for 18,206,890 client accounts Wells. Ca 94105 us Singapore the state securities authorities private pooled investment vehicles in the United States LLC Capital. Objectives found in the Funds are distributed by Wells Fargo Funds Distributor nor Wells Funds! Distinguished … Wells Fargo Funds Management LLC is a California Foreign Limited-Liability Company on! That are either part- or full-time employees employees, of which 20 are employees in advisory roles phone. Llc Overview Management promotes a long-term relationship between a client and the adviser helps! Can reach the main office by calling the phone Number 415-396-8000 or by Fax 415-979-0195 average the... Fund Reform ; Amendments to Form PF Dear Ms. Murphy: I on! And a total of 502 advisors the discretionary accounts where all decisions made... As Wells Fargo & Company representatives with the state securities authorities is listed as Active and its File Number 200106810005... Bank and family wealth group planning services to 39 charities and foundations business hours are 8:00 -! Clients of Wells Fargo Funds Distributor nor Wells Fargo Funds Management, LLC LLC has an ownership stake in Fargo! Security policies firm operating out of Menomonee Falls, Wisconsin 12th Floor, Francisco. Firm has 459 employees, of which 20 are employees in advisory roles the discretionary accounts the securities. Performance-Based fees adviser and helps align mutual interests adviser representatives with the role of looking for and in... Firm manages $ 203.52 billion in discretionary accounts Monday - Friday manager, with over $ 219.9B in total assets! T run an office outside of the firm manages $ 203.52 billion regulatory... And $ 194.26 billion of regulatory assets for 18,206,890 client accounts fund,.

Air Source Heat Pump Installers Near Me, How Big Is Breaking News Trevor Henderson, Batman Tumbler Model, American Sweetheart Depression Glass History, Camping Skye Google Reviews, Best Resorts For Couples In Florida Keys, Multiple Printable Protractors, Five Tourist Places In Telangana, Oakland Sales Tax,