| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Sommers Control | Director (board Member) | Under 5% | 2020 |
| Britta Perkio McCorduck Control | Managing Director And Secretary | Under 5% | 2019 |
| Daniel James Mavico Control | Senior Vice President And Chief Compliance Officer | Under 5% | 2017 |
Wells Fargo Investment Institute, Inc. reports $40.8 billion in regulatory assets under management on its Form ADV.
Wells Fargo Investment Institute, Inc. reports 233 employees.
Wells Fargo Investment Institute, Inc. is based in Charlotte, NC and has been SEC-registered since 2005.
Wells Fargo Investment Institute, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 550 South Tryon Street, 40th Floor, Charlotte, NC 28202 |
| Phone | 314-354-5814 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $40.82B |
| Non-discretionary | $0 |
| Total (RAUM) | $40.82B |