Delia
Mellen
Allspring Funds Management, LLC
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About this Advisor
Delia Mellen is a financial advisor who works out of Charlotte, North Carolina who has 3 years of relevant experience. Mellen is on the advisory team at Allspring Funds Management, LLC. Mellen has gained experience at Transamerica Capital, Belle Haven Investments, Wells Fargo Funds Distributors, Wells Fargo Funds Management, LLC and Wells Fargo Funds Distributors, LLC. Mellen has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in North Carolina. Allspring Funds Management, LLC is a registered investment company that has its headquarters in Charlotte, NC. The firm has offices in six locations and a total of 418 financial advisors. It handles $235 billion in assets among its 7,030 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 27 charities and foundations. Of its 7,030 accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Allspring Funds Management, LLC performs a number of services, including 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. Financial management fees largely depend on the services offered. Fees billed by Allspring Funds Management, LLC most likely include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allspring Funds Management, LLC Brokerage Details
$235,232,798,890
418
7,030
$33,461,280
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
Delia Mellen Work History
Delia has been registered as a financial advisor for 3 years.*
Wells Fargo Funds Distributors, LLC
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributors
Wells Fargo Funds Management, LLC
Belle Haven Investments
Transamerica Capital
*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 Delia Mellen 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
New York, NY
Menomonee Falls, WI
Charlotte, NC
Charlotte, NC
Larkspur, CA
Carlsbad, CA
Cumberland, RI
Charlotte, NC
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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