National Retirement Planning Experts

National Coverage
Local Professionals

Home > Retirement Planners > massachusetts > boston > FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

245 Summer Street
Boston, Massachusetts 02210
Tel: 617-563-7000

Need a Financial Advisor?
Compare Vetted Advisors

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 9 offices throughout the country.

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC is a Boston, Massachusetts based Financial Planning firm with nearly $3,964,385,404,654 assets under management, offering retirement planning & investment advisory services to 31349 clients. The firm is staffed with 1264 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108281
SEC#801-7884
Assets Managed by Firm$3,964,385,404,654
No. of Clients31349
No. of Advisors1264

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D)

Firm Client Information

No. of ClientsAUM
Firm Total31349$3,964,385,404,654
Individuals (other than high net worth individuals)4877$2,342,480,130
High net worth individuals25320$19,287,401,700

More Retirement Planning firms in Boston, Massachusetts:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
WELLINGTON MANAGEMENT COMPANY LLP
280 Congress Street
Boston, MA, 02210
$1,282,732,502,94715592021
GEODE CAPITAL MANAGEMENT, LLC
100 Summer Street, 12th Floor
Boston, MA, 02110
$1,062,795,395,069172161
SSGA FUNDS MANAGEMENT, INC.
1 Iron Street
Boston, MA, 02210
$1,014,331,002,469246243
STRATEGIC ADVISERS LLC
155 Seaport Blvd
Boston, MA, 02210-2698
$824,740,096,8151965880269
FIDELITY PERSONAL AND WORKPLACE ADVISORS
245 Summer Street V2a
Boston, MA, 02210
$818,776,100,963199104315424

Explore More Retirement Advisors in Boston, Massachusetts