Best-in-State · rank 243 · San Jose, California · listed firm: Wells Fargo Advisors
Identity & firm
- Firm — Wells Fargo Advisors (high)
- “firm":"Wells Fargo Advisors"” — forbes_shook
- Parent company — Wells Fargo (high)
- “Wells Fargo Advisors is a subsidiary of Wells Fargo & Company” — firm_official
- Firm type — wirehouse (high)
- “Wells Fargo Advisors” — forbes_shook
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Book of business
- Team AUM ($M) — 437 (high)
- “Team Assets (Custodied)":"$437M"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 8 (high)
- “Typical Net Worth of Relationships":"$2-14M"” — forbes_shook
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- Custodians — not_applicable (high)
- “Wells Fargo Advisors is a wirehouse firm” — forbes_shook
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Positioning & marketing
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Visual brand
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