FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

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

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 Status	Approved
Firm CRD#	108281
SEC#	801-7884
Assets Managed by Firm	$3,964,385,404,654
No. of Clients	31349
No. of Advisors	1264

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 Clients	AUM
Firm Total	31349	$3,964,385,404,654
Individuals (other than high net worth individuals)	4877	$2,342,480,130
High net worth individuals	25320	$19,287,401,700

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