245 Summer Street
Boston, Massachusetts 02210
Tel: 617-563-7000
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,282,732,502,947 | 1559 | 2021 | |
$1,062,795,395,069 | 172 | 161 | |
$1,014,331,002,469 | 246 | 243 | |
$824,740,096,815 | 1965880 | 269 | |
$818,776,100,963 | 1991043 | 15424 |
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