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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 |
|---|---|---|---|
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
| $7,825,588,486 | 19 | 70 | |
| $1,879,594,055 | 1833 | 21 | |
| $1,810,395,000 | 296 | 1 |
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