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GEODE CAPITAL MANAGEMENT, LLC

100 Summer Street
12th Floor
Boston, Massachusetts 2110
Tel: 1-800-777-6757

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About GEODE CAPITAL MANAGEMENT, LLC

GEODE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as GEODE CAPITAL MANAGEMENT, LLC. The firm was established in 05/17/2002. They have over 1 offices throughout the country.

GEODE CAPITAL MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $803,470,618,544 assets under management, offering retirement planning & investment advisory services to 174 clients. The firm is staffed with 156 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#115504
SEC# 801-61117
Assets Managed by Firm $803,470,618,544
No. of Clients 174
No. of Advisors 156

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total174$803,470,618,544
Pension and profit sharing plans$1,915,676,657
Charitable organizationsFewer than 5 clients$418,211,100
Corporations or other businesses5$153,285,558
Inquire with GEODE CAPITAL MANAGEMENT, LLC

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