245 Summer Street
Boston, Massachusetts 2210
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 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.
SEC Current Status | Approved |
Firm CRD# | 108281 |
SEC# | 801-7884 |
Assets Managed by Firm | $3,148,421,739,247 |
No. of Clients | 23333 |
No. of Advisors | 1108 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 23333 | $3,148,421,739,247 |
Individuals (other than high net worth individuals) | 4325 | $2,014,663,834 |
High net worth individuals | 18098 | $13,304,894,392 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,204,691,064,459 | 1338 | 2139 | |
$841,529,842,790 | 247 | 250 | |
$803,470,618,544 | 174 | 156 | |
$659,550,224,982 | 1712300 | 219 | |
$652,548,367,853 | 1712247 | 13507 |
Explore More Retirement Advisors in Boston, Massachusetts