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