Wells Fargo's Wealth and Investment Management division
GPTKB entity
Properties (64)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
division
|
| gptkbp:dedicatedTo |
client success
|
| gptkbp:established |
2009
|
| gptkbp:focusesOn |
financial planning
retirement planning investment strategies impact investing |
| gptkbp:has |
financial advisors
investment products strategic partnerships financial planning tools investment consultants global presence research analysts financial technology tools client relationship managers wealth strategists investment research capabilities client advisors |
| gptkbp:has_a_focus_on |
long-term growth
|
| gptkbp:headquarteredIn |
gptkb:San_Francisco,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
Wells Fargo's Wealth and Investment Management division
|
| gptkbp:is_a_member_of |
gptkb:Financial_Industry_Regulatory_Authority
|
| gptkbp:is_committed_to |
sustainable investing
ethical investing |
| gptkbp:is_governed_by |
gptkb:U.S._Securities_and_Exchange_Commission
|
| gptkbp:is_involved_in |
community engagement
philanthropic initiatives investment education |
| gptkbp:is_known_for |
client-centric approach
diversified investment strategies integrated financial solutions |
| gptkbp:is_part_of |
gptkb:Wells_Fargo_&_Company
gptkb:Wells_Fargo_Advisors gptkb:Wells_Fargo_Wealth_Management |
| gptkbp:is_recognized_for |
client satisfaction
investment performance |
| gptkbp:manages |
assets for clients
|
| gptkbp:offers |
financial literacy programs
estate planning services portfolio management services trust services financial wellness programs investment management services wealth transfer strategies alternative investment options customized investment solutions private banking services charitable giving services socially responsible investment options financial goal setting assistance wealth_accumulation_strategies |
| gptkbp:partOf |
gptkb:Wells_Fargo
|
| gptkbp:provides |
risk management services
market insights financial education personalized service tax planning services retirement income planning comprehensive financial solutions financial analysis services wealth_management_services |
| gptkbp:serves |
individual clients
institutional clients |