FIAM LLC

900 Salem Street
Smithfield, Rhode Island 02917
Tel: 617-563-7000

About FIAM LLC

FIAM LLC, formally registered with the SEC as FIAM LLC. The firm was established in 12/02/2004. They have over 3 offices throughout the country.

FIAM LLC is a Smithfield, Rhode Island based Financial Planning firm with nearly $219,221,467,379 assets under management, offering retirement planning & investment advisory services to 605 clients. The firm is staffed with 168 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133196
SEC#	801-63658
Assets Managed by Firm	$219,221,467,379
No. of Clients	605
No. of Advisors	168

Fee Structure

A percentage of AUM
Performance Based
Other (ADMINISTRATION FEES. PERCENTAGE OF REVENUE FROM AFFILIATES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (RESEARCH SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	605	$219,221,467,379
High net worth individuals	39	$981,575,039
Pension and profit sharing plans	68	$20,337,402,093
Charitable organizations	64	$3,308,480,475
Other investment advisers	37	$38,878,510,456
Corporations or other businesses	29	$4,511,509,377

More Retirement Planning firms in Smithfield, Rhode Island:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PROVIDENCE EQUITY PARTNERS L.L.C. 50 Kennedy Plaza 18th Floor Providence, RI, 02903	$24,631,658,238	40	143
NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393	$7,825,588,486	19	70
PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street Ste 400 Providence, RI, 02903	$1,879,594,055	1833	21
UNISON 225 Dyer Street, 2nd Floor Providence, RI, 02903	$1,810,395,000	296	1
GLOBAL STRATEGIC RISK MANAGEMENT, LLC One West Exchange Center, One West Exchange Street 3rd Floor Providence, RI, 02903	$1,518,844,317	4	11

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