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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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