Steven
Mullin

Allspring Funds Management, LLC

CRD#2960014
Investment Advisor
in San Francisco, CA

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About this Advisor

Steven Mullin is a financial advisor working out of San Francisco, California with 7 years of relevant experience. Mullin is an advisor for Allspring Funds Management, LLC. They have been with Allspring Funds Management, Llc for their total career. Mullin maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in California. Allspring Funds Management, LLC is a firm operating out of Charlotte, NC. The firm has offices in six locations and a total of 418 advisors. It handles $235 billion in assets under management between its 7,030 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 27 charitable organizations. Of its 7,030 client accounts, just 8% belong to high-net-worth investors who have greater than $1 million in investable assets. Allspring Funds Management, LLC offers 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types charged by Allspring Funds Management, LLC likely include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

525 Market St 12Th Floor
San Francisco, CA 94105

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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

Steven Mullin Work History

Steven has been registered as a financial advisor for 7 years.*

2005 - Present (19 years)

Wells Fargo Funds Management, LLC

*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 Steven Mullin 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

Charles Cochran
New York, NY
Kevin Kelly
Charlotte, NC
Jamie Poulos
Menomonee Falls, WI
Nelson Goenaga
Charlotte, NC
Jeffrey Jennings
Larkspur, CA
Cara Magliocco
Magnolia, TX
Katherine Ullucci
Boston, MA
William Di Sisto
Plymouth Meeting, PA

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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