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WELLS GLOBAL INVESTMENT ADVISERS LLC

Tel: 863-294-3361
521 West Central Avenue
Winter Haven, Florida  33880

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WELLS GLOBAL INVESTMENT ADVISERS LLC

WELLS GLOBAL INVESTMENT ADVISERS LLC is a Winter Haven, Florida based financial advisory firm with nearly $93,750,000 in assets under management and provides investment advisory services for 131 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

150139

SEC#:

801-76875

No. of Clients:

131

Assets under Management

$93,750,000

No. of Advisors:

3

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