WELLS FARGO ASSET MANAGEMENT (INTERNATIONAL) LIMITED

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$6.7B
Peer Group AUM Range
$6.3B - $7.0B
Sample Size
75
Firm Age (Years)
PEER GROUP AVERAGE
14
Structure
PEER GROUP AVERAGE
Limited Liability Company (40 firms)
Discretionary Accounts
PEER GROUP AVERAGE
2,014
Discretionary AUM
PEER GROUP AVERAGE
$5.9B
Non-Discretionary Accounts
PEER GROUP AVERAGE
770
Non-Discretionary AUM
PEER GROUP AVERAGE
$717.8M
Total Clients
PEER GROUP AVERAGE
1,951
Total AUM
PEER GROUP AVERAGE
$6.6B
Offices
PEER GROUP AVERAGE
18
Total Employees
PEER GROUP AVERAGE
63
Investment Advisors
PEER GROUP AVERAGE
31
Registered Representatives
PEER GROUP AVERAGE
16
Licensed Insurance Agents
PEER GROUP AVERAGE
13
Foreign Clients
PEER GROUP AVERAGE
29.2%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
613
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 74 Firms Yes
Hourly Charges No 66 Firms No
Subscription Fees No 74 Firms No
Fixed Fees No 53 Firms No
Commissions No 74 Firms No
Performance Based Fees No 38 Firms Yes
Other No 59 Firms No

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