Wells Fargo Advisors LLC

Wells Fargo Advisors LLC

Wells Fargo Advisors LLC

Overview
Date Founded

1952

Headquarters

1 North Jefferson Avenue,St. Louis, MO 63103-2205

Employees (Worldwide)

4

Industries

Investment Services & Portfolio Management
Retail: Other
Consumer Finance
Other Business & Consulting Services
Accounting & Financial Services

Company Description

WFCS offers a variety of advisory programs including Separately Managed Account Programs, Mutual Fund Advisory Programs, Financial Advisor-Directed Programs and Non-Discretionary Advisory Programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. WFCS' mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Senior Vice President & Chief Financial Officer

Chief Risk Officer

Chief Legal Officer

Head of Independent Brokerage & Platform Services

Head of Products & Advice

Managing Director & Head-Digital

Business Control Leader

Senior Managing Director & Head of Independent Brokerage Group

Executive Vice President Head of Services & Operations

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Recent Transactions
Details Hidden

Sylvania Platinum Ltd. purchases Phoenix Platinum Mining (Pty) Ltd. from Pan African Resources Plc

Details Hidden

DaVita, Inc., Davita Medical Group - Colarado purchase Park Avenue Medical, Inc.

Details Hidden

ICU Medical, Inc. purchases Pfizer, Inc. /Infusion Systems Business from Pfizer, Inc.

Transaction Clients
Investment Advisor

Advised on Campbell Multi-Strategy Trust raised money in a private placement transaction

Investment Advisor

Advised on Abbey Capital Multi Manager Fund Ltd. raised money in a private placement transaction

Investment Advisor

Advised on ABS Global Long Short ASP Fund, A Series of Alternative Strategies Platform LLC raised money in a private placement transaction

Advisors & Consultants
Legal Advisor

Partner at Latham & Watkins LLP

Advisor

Co-Founder at Belmont Capital LLC

Real Estate Agent

Former Senior Vice President at Newmark Knight Frank

Clients

TO PROVIDE HEALTH AND WELFARE BENEFITS TO DISTRICT COUNCIL 1707 - LOCAL 389 MEMBERS AND DEPENDENTS.

Key Stats and Financials As of 2019
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$58.9M
Non-Profit Donations & Grants
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