Wells Fargo Advisors
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 19616
- Registered since
- October 5, 1990
- Website
- www.wellsfargoadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI73.74%
- Individuals18.25%
- Corporations / Businesses4.34%
- Charitable Organizations2.18%
- Pension & Profit Sharing Plans1.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wells Fargo Advisors operates as a wirehouse-style broker-dealer and financial services platform with both retail and institutional client franchises. The firm is registered with the SEC; its SEC registration dates to 1990. Its business combines brokerage and advisory functions: the firm provides portfolio management and financial planning for individuals, families and small businesses, offers portfolio services for institutions and businesses, and performs selection-of-other-adviser and pension consulting work. Wells Fargo Advisors also serves as a qualified custodian and maintains relationships across banking, trust, insurance and sponsor roles for pooled and non-pooled vehicles. The firm reports active ESG investing practices as part of its investment posture.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities36%
- State & Local Bonds4%
- US Government Bonds2%
- Non-Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,463Active vs passive
$299B in ETFs
87%
$259B
10%
$39.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15.3B | 20,418,578 | 5.12% |
Location
Saint Louis, MO
Saint Louis City
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis City
- Address
- 1 N Jefferson Ave
- Time zone
- CT (UTC-6)
- Office locations
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