Wells Fargo Investment Institute is an investment advisor in Charlotte with $38.12 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Alternative Strategies Group, Inc., Wachovia Alternative Strategies, Inc.
SEC CIK
SEC advisor number
801-64191
FINRA CRD number
133204
AUM ?
$43.58 bn
(as of 29 Mar 24)
Accounts
20,198
(as of 29 Mar 24)
Employees
251
(169 investment advisory or research)
Address
Wells Fargo Investment Institute
401 South Tryon Street
Charlotte
NC 28288-1157
401 South Tryon Street
Charlotte
NC 28288-1157
Phone
704 383 0171
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
9 Feb 24
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
15 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
12 Aug 22
13F-NT
Notice of holdings reported by another manager
16 May 22
13F-NT/A
Notice of holdings reported by another manager (amended)
16 May 22
13F-NT
Notice of holdings reported by another manager
14 Feb 22