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FIAM LLC
900 Salem Street
Smithfield, Rhode Island 2917
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 4 offices throughout the country.
FIAM LLC is a Smithfield, Rhode Island based Financial Planning firm with nearly $152,386,258,592 assets under management, offering retirement planning & investment advisory services to 620 clients. The firm is staffed with 199 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 133196 |
| SEC# | 801-63658 |
| Assets Managed by Firm | $152,386,258,592 |
| No. of Clients | 620 |
| No. of Advisors | 199 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other(ADMINISTRATION FEES. PERCENTAGE OF REVENUE FROM AFFILIATES)
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 620 | $152,386,258,592 |
| High net worth individuals | 41 | $838,108,029 |
| Pension and profit sharing plans | 71 | $24,596,386,502 |
| Charitable organizations | 56 | $2,794,644,845 |
| Other investment advisers | 43 | $9,839,367,215 |
| Corporations or other businesses | 28 | $3,148,827,279 |
More Retirement Planning firms in Smithfield, Rhode Island:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $23,513,292,817 | 37 | 165 | |
| $8,599,323,060 | 23 | 65 | |
| $6,960,227,088 | 47802 | 613 | |
| $1,683,043,951 | 1734 | 19 | |
| $1,364,907,841 | 1926 | 14 |
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