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Building 2WELLS GLOBAL INVESTMENT ADVISERS LLC

Map pinWINTER HAVEN, FL
Phone863-294-3361
NotebookSEC #801-76875
Total AUM
$101.3M
Employees
3
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 WEST CENTRAL AVENUE
WINTER HAVEN
FL 33880
United States
Operating Hours
8:30AM TO 4:30P
Monday - Friday
Phone
863-294-3361

ReceiptFinancials

Total AUM
$101.3M
Accounts
133
Discretionary
$101.3M
Accounts
133
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$31.4M
HNW Individual Clients
44
AUM
$69.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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