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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

245 Summer Street
Boston, Massachusetts 2210
Tel: 617-563-7000

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About FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC, formally registered with the SEC as FIDELITY MANAGEMENT & RESEARCH COMPANY LLC. The firm was established in 11/29/1971. They have over 6 offices throughout the country.

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC is a Boston, Massachusetts based Financial Planning firm with nearly $3,148,421,739,247 assets under management, offering retirement planning & investment advisory services to 23333 clients. The firm is staffed with 1108 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108281
SEC# 801-7884
Assets Managed by Firm $3,148,421,739,247
No. of Clients 23333
No. of Advisors 1108

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other(PERCENTAGE OF REVENUE FROM AFFILIATES)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total23333$3,148,421,739,247
Individuals (other than high net worth individuals)4325$2,014,663,834
High net worth individuals18098$13,304,894,392
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