Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $3,354,535,143 in 1,462 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management3,355MILLION
Total Number of Accounts1,462ACCOUNTS
Average Account Value$2,294,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, DE, MA, MO, NC