Wells Fargo Investment Institute Overview

  • Type
  • Investment Advisor
  • Founded
  • 1995
Founded
  • Professionals
  • 98
Professionals
  • AUM
  • 00.00

Wells Fargo Investment Institute General Information

Description

Wells Fargo Investment Institute (WFII) is an investment advisor based in Charlotte, North Carolina. The firm provides investment research, strategy, manager research and thought leadership within the wealth, brokerage, and retirement division. WFII provides investment advice to Wells Fargo Bank, Wells Fargo Advisors and other Wells Fargo affiliates. The firm operates as a subsidiary of Wells Fargo & Company. The assets of the firm are managed by the executive management team.

Contact Information

Year Founded
1995
Open To Secondaries
0000
Open To First Time Founds
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Institution Type
Investment Advisor
Primary Contact
0000000 00000
Title
President
Email
0000000.00000@0000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 401 South Tryon Street
  • 2nd Floor
  • Charlotte, NC 28202
  • United States
+1 (704) 000-0000
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Wells Fargo Investment Institute Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Wells Fargo Investment Institute Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Wells Fargo Investment Institute Team (20)

Name Title Office
Darrell Cronk President Charlotte, NC
George Schaeffer Analytic Manager, Risk Management Charlotte, NC
Scott Wren Senior Global Market Strategist Charlotte, NC
Brian Rehling Co-Head of Global Fixed-Income Strategy Charlotte, NC
George Rusnak Co-Head of Global Fixed-Income Strategy Charlotte, NC
You’re viewing 5 of 20 team members. Get the full list »