These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. 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. Background to UK Reporting Fund Status . Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. The assets under management (AUM) of Wells Fargo Funds Management, LLC is $203.52 billion, all of which is managed in discretionary accounts. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. Wells Fargo distinguished … 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 . 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. San Francisco, CA 94105 . Investment products and services are offered through Wells Fargo Advisors. 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. 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. Wells Fargo Funds Management, LLC is a California Foreign Limited-Liability Company filed on March 2, 2001. 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. Manager. 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. 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's filing status is listed as Active and its File Number is 200106810005. 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. View a different asset class for this fund. Wells Fargo Funds Management, LLC is a New Mexico Foreign Limited-Liability Company filed on January 14, 2005. This firm has 459 employees, of which 20 are employees in advisory roles. 525 Market St, 12. th. Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. Wells Fargo Funds Management LLC. It has offices in eight locations and a total of 502 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. Wells Fargo Funds Management, LLC operates as an investment management firm. It is professionally managed according to stated investment objectives found in the funds prospectus. 2000. 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. 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. 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), . registered under the Advisers Act. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Type of Company. The company has offices in eight locations and a total of 502 advisors. Manager. Wells Fargo is reportedly in talks to sell its asset management arm. It is a DE Limited Liability Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. Wells Fargo Funds Management, LLC is a financial advisory company based in Plymouth Meeting, Pennsylvania. The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. Monthly-$0.00038. 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. 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. Wells Fargo Funds Management LLC. 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. 12th Floor The fund owned 41,546 shares of the financial services provider’s stock after selling 3,649 shares during the quarter. The firm manages $203.52 billion in discretionary accounts. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Wells Fargo Funds Management, LLC Peregrine Capital 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… The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. It has offices in eight locations and a total of 502 advisors. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. 525 Market Street 12th Floor San Francisco CA United States 94105. Wells Fargo Funds Management also advises several private funds. Other Info. 415-396-8000. 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. 1% of the firm’s clients are foreign persons or businesses. 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 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: 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. 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 … It manages $203.52 billion of regulatory assets for 18,206,890 client accounts. 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. Wells Fargo Funds Management, LLC operates as an investment management firm. Tel: Fax: Email: URL: www.wellsfargoworldwidefund.com. Wells Fargo Funds Management, LLC is an Indiana Foreign Limited-Liability Company filed on December 21, 2004. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and … registered under the Advisers Act. 525 Market Street . Wells Fargo Funds Management LLC. It serves 19 clients. The company employs 459 people that are either part- or full-time employees. 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. Management. Wells Fargo distinguished … These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Floor . Wells Fargo Funds Management, LLC is a registered investment business headquartered in Boston, Massachusetts. Employees receive compensation from other entities for client referrals. It doesn’t run an office outside of the United States. You can find more information about the New York firm at wellsfargo.com. WFFM uses a variety of methods to analyze securities and a offers a broad … Wells Fargo Funds Management, LLC is an advisory firm operating out of Menomonee Falls, Wisconsin. ERC. An additional office of the firm is in Menomonee Falls, WI. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. It manages $203.52 billion of regulatory assets for 18,206,890 client accounts. Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. Advisor. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. 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. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.18 thousand each. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. Wells Fargo Funds Management, LLC is a California Foreign Limited-Liability Company filed on March 2, 2001. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. The company's filing status is listed as Active and its File Number is 200106810005. Wells Fargo Asset Management Holdings LLC is a domestic entity serving as Direct Parent Company for Wells Fargo Funds Management, LLC, a other company. Wells Fargo Funds Management LLC is the 15th largest mutual fund manager, with over $219.9B in total net assets. Submit. Investment Services & Portfolio Management . 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. 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. Private. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Wells Fargo Funds Management, LLC is an Indiana Foreign Limited-Liability Company filed on December 21, 2004. There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. It manages $203.52 billion of regulatory assets for 18,206,890 client accounts. Wells Fargo … 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 … 525 Market Street On top of advisory services, the firm doesn't engage in other business activities. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and … S7-03-13—Money Market Fund Reform; Amendments to Form PF Dear Ms. Murphy: I. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. 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. The company also serves high-net-worth individuals through its private bank and family wealth group. 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. 525 MARKET STREET 12TH FLOOR, SAN FRANCISCO, CA . 156 employees are registered as investment adviser representatives with the state securities authorities. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. 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. 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. 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 … The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. United States. Introduction Date Founded. The logo for Wells Fargo Advisors. Sub-Adviser 1. Wells Fargo Funds Management, LLC. 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. Portfolio Manager, Title / Managed Since 1. Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. San Francisco, CA 94105 (415) 396-8000 . These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. Wells Fargo Funds Management, LLC Peregrine Capital Management, LLC. Some subadvisers are affiliated with us and some - are non-affiliated. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. The firm provides services to 39 charities and foundations. $0.09177. Wells Fargo Income Opportunities Fund. The firm's last reported … 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. Clients pay Wells Fargo Funds Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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. 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 … Tel: Fax: Email: URL: www.wellsfargoworldwidefund.com. The company's filing status is listed as Active and its File Number is 2004122200019. 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. Wells Fargo Funds Management LLC Wells Fargo Funds Management LLC Overview. You can reach the main office by calling the phone number 415-396-8000 or by fax 415-979-0195. 4 percent of the employees work as investment advisers or researchers. Wells Fargo Funds Management, LLC operates as an investment management firm. The firm provides services to 39 charities and foundations. 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. The company's filing status is listed as Active and its File Number is 2543056. Wells Fargo Asset Management Holdings LLC has an ownership stake in Wells Fargo Funds Management, LLC of more than 75%. The company's filing status is listed as Active and its File Number is 2543056. The advisory firm has several streams of revenue. 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. Brochure —Wells Fargo Funds Management, LLC March 29, 2019 Page 2 . Wells Fargo Utilities and High Income Fund. Dear Shareholder, Wells Fargo (Lux) Worldwide Fund (“the Fund”) Reportable income calculation - Period ended 31 March 2017 . 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), . San Francisco, CA 94105 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. 415-979-0195. William A. Grierson, CFA, Portfolio Manager / … Investment products and services are offered through Wells Fargo Advisors. 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. The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. Wells Fargo Asset Management Holdings LLC has an ownership stake in Wells Fargo Funds Management, LLC of more than 75%. Sub-Adviser 1. The company's filing status is listed as Active and its File Number is 2004122200019. Wells Fargo Funds Management LLC is the 15th largest mutual fund manager, with over $219.9B in total net assets. www.wellsfargoassetmanagement.com June 30, 2020. Wells Fargo Funds Management LLC 525 MARKET STREET SAN FRANCISCO,CA 94105 US Singapore . Bowling Portfolio […] The minimum investment commitment required of non-related persons ranges from $0 to $143,644. Jun 2006 – May 2012 6 years. These fees don’t include brokerage commissions, interest, taxes, and other account expenses. 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 Funds Management LLC 525 MARKET STREET SAN FRANCISCO,CA 94105 US Singapore . Employees (Worldwide) 495. The Wells Fargo Utilities and High Income Fund is a closed-end equity and high-yield bond fund. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. It manages $203.52 billion of regulatory assets for 18,206,890 client accounts. 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 Multi-Sector Income Fund. ERH. The Wells Fargo Utilities and High Income Fund is a closed-end equity and high-yield bond fund. Wells Fargo Asset Management provides the expertise, strategies, and portfolio solutions you need to achieve your investment goals. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. 408981 01-20 The company also serves high-net-worth individuals through its private bank and family wealth group. $0.05579. Wells Fargo Funds Management LLC is legally known as WELLS FARGO FUNDS MANAGEMENT, LLC. Industries. 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. Wells Fargo distinguished … Wells Fargo Funds Management, LLC is an advisory firm operating out of Menomonee Falls, Wisconsin. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. The firm compensates employees in addition to the salary for bringing in new clients. In relation to the Share Classes in Scope schedule . Wells Fargo Funds Management, LLC operates as an investment management firm. Some subadvisers are affiliated with us and some - are non-affiliated. It doesn't provide financial planning services to its clients. Among the 11 most similar advisory firms, Wells Fargo Funds Management has the 3rd highest percentage of investment companies out of all clients. Wells Fargo Funds Management, LLC operates as an investment management firm. 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. Wells Fargo Funds Management serves registered investment companies and other public and private pooled investment vehicles in the United States. The largest group of clients of Wells Fargo Funds Management is investment companies with 128 clients and $194.26 billion of assets under management. Wells Fargo Funds Management, LLC is a New Mexico Foreign Limited-Liability Company filed on January 14, 2005. Wells Fargo is reportedly in talks to sell its asset management arm. Company Description. Portfolio Manager, Title / Managed Since 1. Namely, five hedge funds, two liquidity funds, and twenty other private funds. 408981 01-20 These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Subadvisors. 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 … Headquarters. S7-03-13—Money Market Fund Reform; Amendments to Form PF Dear Ms. Murphy: I. $ 143,644 not responsible for their services and products based on a percentage of investment companies with 128 and. 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