245 Summer Street, V2a
Boston, Massachusetts 2210
Tel: 617-563-7000
FIDELITY PERSONAL AND WORKPLACE ADVISORS, formally registered with the SEC as FIDELITY PERSONAL AND WORKPLACE ADVISORS. The firm was established in 11/13/2017. They have over 3094 offices throughout the country.
FIDELITY PERSONAL AND WORKPLACE ADVISORS is a Boston, Massachusetts based Financial Planning firm with nearly $652,548,367,853 assets under management, offering retirement planning & investment advisory services to 1712247 clients. The firm is staffed with 13507 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288590 |
SEC# | 801-112027 |
Assets Managed by Firm | $652,548,367,853 |
No. of Clients | 1712247 |
No. of Advisors | 13507 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1712247 | $652,548,367,853 |
Individuals (other than high net worth individuals) | 978618 | $226,802,771,097 |
High net worth individuals | 433897 | $338,539,434,237 |
Pension and profit sharing plans | 8059 | $82,134,660,093 |
Charitable organizations | 11 | $16,190,288 |
Corporations or other businesses | 382 | $894,741,123 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,148,421,739,247 | 23333 | 1108 | |
$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 |
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