Wealth and Investment Management
E538342
Wealth and Investment Management is Wells Fargo’s division that provides financial planning, investment management, and related advisory services to individual and institutional clients.
Statements (46)
| Predicate | Object |
|---|---|
| instanceOf |
business division
ⓘ
investment management business ⓘ wealth management business ⓘ |
| brandOf | Wells Fargo NERFINISHED ⓘ |
| brandOwner | Wells Fargo & Company NERFINISHED ⓘ |
| clientType |
endowments
ⓘ
foundations NERFINISHED ⓘ high-net-worth individuals ⓘ individual clients ⓘ institutional clients ⓘ nonprofit organizations ⓘ ultra-high-net-worth individuals ⓘ |
| country |
United States of America
ⓘ
surface form:
United States
|
| focus |
goals-based financial planning
ⓘ
investment strategy development ⓘ long-term wealth preservation ⓘ |
| hasChannel |
digital investment platforms
ⓘ
financial advisors ⓘ private wealth advisors ⓘ |
| headquarteredIn | San Francisco, California NERFINISHED ⓘ |
| industry |
asset management
ⓘ
financial services ⓘ investment management ⓘ wealth management ⓘ |
| offersProduct |
alternative investments
ⓘ
managed investment portfolios ⓘ mutual funds ⓘ retirement accounts ⓘ separately managed accounts ⓘ |
| operatesIn | North America ⓘ |
| parentCompany | Wells Fargo & Company NERFINISHED ⓘ |
| partOf | Wells Fargo NERFINISHED ⓘ |
| regulator |
Financial Industry Regulatory Authority
NERFINISHED
ⓘ
U.S. Securities and Exchange Commission NERFINISHED ⓘ |
| service |
brokerage services
ⓘ
estate planning support ⓘ financial planning ⓘ investment advisory services ⓘ investment management ⓘ philanthropic planning ⓘ portfolio management ⓘ private banking services ⓘ retirement planning ⓘ risk management and insurance solutions ⓘ trust and fiduciary services ⓘ wealth transfer planning ⓘ |
Referenced by (1)
Full triples — surface form annotated when it differs from this entity's canonical label.