Anthony
Orestano

Allspring Funds Management, LLC

CRD#3225166
Investment Advisor
in Temecula, CA

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About this Advisor

Anthony Orestano is a financial advisor operating in Temecula, California who has 3 years of relevant experience. Orestano is an employee of Allspring Funds Management, LLC. Throughout their career, Orestano has worked at Independent Financial Group, Mml Investors Services, LLC, Wells Fargo Fund Distributor, LLC, Eqis Capital Management, Inc, Massmutual Life Insurance Company and Wells Fargo Clearing Services LLC. Orestano holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Allspring Funds Management, LLC is a firm that has its headquarters in Charlotte, NC. The investment advisory business has offices in six locations and a total of 418 people on staff. It handles $235 billion in assets between its 7,030 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 27 charities and foundations. Of its 7,030 client accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Allspring Funds Management, LLC most likely consist of some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Temecula, CA

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Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$235,232,798,890

CA Average: $3,625,019,099
Total Number of Employees

418

CA Average: 22
Total Number of Accounts

7,030

CA Average: 1,917
Average Account Size

$33,461,280

CA Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Anthony Orestano Work History

Anthony has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Wells Fargo Fund Distributor, LLC

2017 - 2020 (3 years)

Wells Fargo Clearing Services LLC

2016 - 2017 (1 year)

Mml Investors Services, LLC

2016 - 2017 (1 year)

Massmutual Life Insurance Company

2015 - 2016 (1 year)

Eqis Capital Management, Inc

2011 - 2015 (4 years)

Independent Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Orestano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allspring Funds Management, LLC

Kevin Kelly
Charlotte, NC
Jamie Poulos
Menomonee Falls, WI
Jeffrey Jennings
Larkspur, CA
Nelson Goenaga
Charlotte, NC
Charles Cochran
New York, NY
William Di Sisto
Plymouth Meeting, PA
Joseph Budagher
Carlsbad, CA
Reed Steinmann
Elgin, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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