GEODE CAPITAL MANAGEMENT, LLC

100 Summer Street
12th Floor
Boston, Massachusetts 02110
Tel: 1-800-777-6757

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 Status	Approved
Firm CRD#	115504
SEC#	801-61117
Assets Managed by Firm	$1,062,795,395,069
No. of Clients	172
No. of Advisors	161

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 Clients	AUM
Firm Total	172	$1,062,795,395,069
Pension and profit sharing plans	Fewer than 5 clients	$2,298,998,737
Charitable organizations	Fewer than 5 clients	$428,233,085
Corporations or other businesses	Fewer than 5 clients	$287,108,779

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