Charles
Cochran

Allspring Funds Management, LLC

CRD#6154156
Investment Advisor
in New York, NY

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About this Advisor

Charles Cochran is a chartered financial analyst who works in New York, New York, who has 3 years of industry experience. Cochran is on the advisory team at Allspring Funds Management, LLC. Cochran has gained experience at Sanford C. Bernstein & Co. LLC and Wells Capital Management. Cochran holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Allspring Funds Management, LLC is an advisory company operating out of Charlotte, NC. It has offices in six locations and a total of 418 people on staff. It oversees $235 billion in total assets between its 7,030 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 27 charitable organizations. Of its 7,030 customer accounts, just 8% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm 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. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Allspring Funds Management, LLC can consist of asset-based and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

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

330 Madison Avenue 35Th Floor
New York, NY 10017

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Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$235,232,798,890

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

418

NY Average: 22
Total Number of Accounts

7,030

NY Average: 1,917
Average Account Size

$33,461,280

NY 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

Charles Cochran Work History

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

2020 - Present (4 years)

Wells Capital Management

2013 - 2020 (7 years)

Sanford C. Bernstein & Co. 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 Charles Cochran 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
Charles Cochran
New York, NY
Jamie Poulos
Menomonee Falls, WI
Nelson Goenaga
Charlotte, NC
Jeffrey Jennings
Larkspur, CA
Katherine Ullucci
Boston, MA
William Di Sisto
Plymouth Meeting, PA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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