525 Market Street . Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. An additional office of the firm is in Menomonee Falls, WI. This firm has 459 employees, of which 20 are employees in advisory roles. Subadvisors. 12th Floor 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 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. registered under the Advisers Act. Jun 2006 – May 2012 6 years. 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 & 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 … The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Investment products and services are offered through Wells Fargo Advisors. 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. It has offices in eight locations and a total of 502 advisors. The largest group of clients of Wells Fargo Funds Management is investment companies with 128 clients and $194.26 billion of assets under management. The logo for Wells Fargo Advisors. 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 an Indiana Foreign Limited-Liability Company filed on December 21, 2004. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Wells Fargo Funds Management, LLC operates as an investment management firm. The advisory firm has several streams of revenue. Wells Fargo Funds Management LLC 525 MARKET STREET SAN FRANCISCO,CA 94105 US Singapore . William A. Grierson, CFA, Portfolio Manager / … Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. The company's filing status is listed as Active and its File Number is 2543056. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. 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. The company's filing status is listed as Active and its File Number is 2004122200019. 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 company's filing status is listed as Active and its File Number is 200106810005. Employees receive compensation from other entities for client referrals. Wells Fargo is reportedly in talks to sell its asset management arm. 1% of the firm’s clients are foreign persons or businesses. The Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. Submit. Wells Fargo Funds Management LLC. 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 & 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. The company's filing status is listed as Active and its File Number is 200106810005. It serves 19 clients. Wells Fargo Funds Management, LLC is a New Mexico Foreign Limited-Liability Company filed on January 14, 2005. 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 legally known as 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 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 provides portfolio management and advisory, asset allocation, fixed income, and consulting services. Wells Fargo Funds Management, LLC is an Indiana Foreign Limited-Liability Company filed on December 21, 2004. It has offices in eight locations and a total of 502 advisors. 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 fund owned 41,546 shares of the financial services provider’s stock after selling 3,649 shares during the quarter. 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. 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. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. Introduction 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. 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. There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. Industries. Wells Fargo Funds Management serves registered investment companies and other public and private pooled investment vehicles in the United States. Monthly-$0.00015. Manager. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Wells Fargo Funds Management, LLC operates as an investment management firm. San Francisco, CA 94105 (415) 396-8000 . Investment products and services are offered through Wells Fargo Advisors. 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. 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 also serves high-net-worth individuals through its private bank and family wealth group. Wells Fargo Funds Management, LLC Peregrine Capital Management, LLC. On top of advisory services, the firm doesn't engage in other business activities. 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. It manages $203.52 billion of regulatory assets for 18,206,890 client accounts. United 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. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.18 thousand each. Wells Fargo Funds Management LLC is the 15th largest mutual fund manager, with over $219.9B in total net assets. Wells Fargo Funds Management, LLC is a California Foreign Limited-Liability Company filed on March 2, 2001. 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. The company has offices in eight locations and a total of 502 advisors. It doesn’t run an office outside of the United States. It manages $203.52 billion of regulatory assets for 18,206,890 client accounts. Wells Fargo Funds Management, LLC operates as an investment management firm. Sub-Adviser 1. Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. 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 2543056. 415-396-8000. The investment advisory business has offices in eight locations and a total of 502 advisors. Wells Fargo Funds Management, LLC is a New Mexico Foreign Limited-Liability Company filed on January 14, 2005. Wells Fargo Funds Management LLC. It is professionally managed according to stated investment objectives found in the funds prospectus. 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 offers investment products through its subsidiaries, Wells Fargo Investments, LLC, and Wells Fargo Advisors, LLC, as well as through national broker/dealer firms. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. www.wellsfargoassetmanagement.com June 30, 2020. Wells Fargo distinguished … 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 Company provides portfolio management and advisory, asset allocation, fixed income, and consulting services. 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. 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 … Dear Shareholder, Wells Fargo (Lux) Worldwide Fund (“the Fund”) Reportable income calculation - Period ended 31 March 2017 . Floor . 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. Introduction Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. 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 operates as an investment management firm. 4 percent of the employees work as investment advisers or researchers. 2000. The Wells Fargo Utilities and High Income Fund is a closed-end equity and high-yield bond fund. 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 … Wells Fargo Funds Management, LLC Peregrine Capital Management, LLC. 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 & 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 firm manages $203.52 billion in discretionary accounts. Advisor. Wells Fargo Funds Management LLC. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. 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 … Company Description. 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. Date Founded. Manager. Other Info. 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. Private. 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 . WFFM uses a variety of methods to analyze securities and a offers a broad … The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. San Francisco, CA 94105 Brochure —Wells Fargo Funds Management, LLC March 29, 2019 Page 2 . Investment Services & Portfolio Management . These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. The assets under management (AUM) of Wells Fargo Funds Management, LLC is $203.52 billion, all of which is managed in discretionary accounts. 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 Asset Management provides the expertise, strategies, and portfolio solutions you need to achieve your investment goals. Tel: Fax: Email: URL: www.wellsfargoworldwidefund.com. 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 … Sub-Adviser 1. Wells Fargo Funds Management LLC. Portfolio Manager, Title / Managed Since 1. Namely, five hedge funds, two liquidity funds, and twenty other private funds. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. ERC. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. Wells Fargo Funds Management, LLC is a registered investment business headquartered in Boston, Massachusetts. View a different asset class for this fund. Wells Fargo Multi-Sector Income Fund. The company's filing status is listed as Active and its File Number is 2004122200019. 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. Wells Fargo Funds Management, LLC operates as an investment management firm. Wells Fargo Funds Management, LLC is a large advisory firm based in San Francisco. Management. 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