WELLS ASSET MANAGEMENT INC
CRD #111726 SEC #801-54778 NORCROSS, GA 800-448-1010
SEC Registered
Total AUM
$339.8M
Discretionary
$339.8M
Employees
5
Clients
0
Accounts
1
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 18, 2006
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARSON, LINDA, LOUISE | I | SECRETARY | NA | |
| CARSON, LINDA, LOUISE | I | SECRETARY | NA | Control |
| CARSON, LINDA, LOUISE | I | SECRETARY | NA | Control |
| MAGGIORE, JILL, WRIGHT | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MAGGIORE, JILL, WRIGHT | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MAGGIORE, JILL, WRIGHT | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MAGGIORE, JILL, WRIGHT | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| MAGGIORE, JILL, WRIGHT | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MAGGIORE, JILL, WRIGHT | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLS, LEO, FRED | I | PRESIDENT & TREASURER | NA | Control |
| WELLS, LEO, FRED | I | PRESIDENT & TREASURER | NA | Control |
| WELLS, LEO, FRED | I | PRESIDENT & TREASURER | NA | Control |
| WELLS, LEO, FRED | I | PRESIDENT & TREASURER | NA | Control |
| WELLS, LEO, FRED | I | PRESIDENT & TREASURER | NA | Control |
| WELLS, LEO, FRED | I | PRESIDENT & TREASURER | NA | Control |
| WILLIAMS, DOUGLAS, PAUL | I | VICE PRESIDENT, SECRETARY | NA | Control |
| WILLIAMS, DOUGLAS, PAUL | I | VICE PRESIDENT, SECRETARY | NA | Control |
| WILLIAMS, DOUGLAS, PAUL | I | VICE PRESIDENT, SECRETARY | NA | Control |
| WILLIAMS, DOUGLAS, PAUL | I | VICE PRESIDENT | NA | |
| WILLIAMS, DOUGLAS, PAUL | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, DOUGLAS, PAUL | I | VICE PRESIDENT | NA | Control |
| WELLS REAL ESTATE FUNDS, INC. | DE | SHAREHOLDER | E | Control |
| WELLS REAL ESTATE FUNDS, INC. | DE | SHAREHOLDER | E | Control |
| WELLS REAL ESTATE FUNDS, INC. | DE | SHAREHOLDER | E | Control |
| WELLS REAL ESTATE FUNDS, INC. | DE | SHAREHOLDER | E | Control |
| WELLS REAL ESTATE FUNDS, INC. | DE | SHAREHOLDER | E | Control |
| WELLS REAL ESTATE FUNDS, INC. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WELLS, LEO, FRED | I | WELLS REAL ESTATE FUNDS, INC. | E | Control |
| WELLS, LEO, FRED | I | WELLS REAL ESTATE FUNDS, INC. | E | Control |
| WELLS, LEO, FRED | I | WELLS REAL ESTATE FUNDS, INC. | E | Control |
| WELLS, LEO, FRED | I | WELLS REAL ESTATE FUNDS, INC. | E | Control |
| WELLS, LEO, FRED | I | WELLS REAL ESTATE FUNDS, INC. | E | Control |
| WELLS, LEO, FRED | I | WELLS REAL ESTATE FUNDS, INC. | E | Control |
Registrations
Federal
IA
Jan 18, 2006 REGISTERED
Notice Filings (1)
GA
Address
6200 THE CORNERS PARKWAYNORCROSS, GA 30092
USA
Phone: 800-448-1010