100 Summer Street
12th Floor
Boston, Massachusetts 2110
Tel: 1-800-777-6757
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.
SEC Current Status | Approved |
Firm CRD# | 115504 |
SEC# | 801-61117 |
Assets Managed by Firm | $803,470,618,544 |
No. of Clients | 174 |
No. of Advisors | 156 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 174 | $803,470,618,544 |
Pension and profit sharing plans | $1,915,676,657 | |
Charitable organizations | Fewer than 5 clients | $418,211,100 |
Corporations or other businesses | 5 | $153,285,558 |
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 | |
$659,550,224,982 | 1712300 | 219 | |
$652,548,367,853 | 1712247 | 13507 |
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