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GEODE CAPITAL MANAGEMENT, LLC

100 Summer Street
12th Floor
Boston, Massachusetts 02110
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 $1,062,795,395,069 assets under management, offering retirement planning & investment advisory services to 172 clients. The firm is staffed with 161 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#115504
SEC#801-61117
Assets Managed by Firm$1,062,795,395,069
No. of Clients172
No. of Advisors161

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total172$1,062,795,395,069
Pension and profit sharing plansFewer than 5 clients$2,298,998,737
Charitable organizationsFewer than 5 clients$428,233,085
Corporations or other businessesFewer than 5 clients$287,108,779

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