Wachovia Bank, N.A. (Winston Salem)

Wachovia Bank, N.A provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wachovia Bank, N.A: assets under management

The assets under management (AUM) of Wachovia Bank, N.A. is $9.3 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.3 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.1 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wachovia Bank, N.A. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Winston Salem

The principal office where Wachovia Bank, N.A. performs its advisory services is located at 100 North Main Street, Winston Salem, NC 27150, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 336-732-3371 or by fax 336-732-7326. The normal business hours are 8:00 am- 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.wachovia.com.

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