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Fidelity Institutional Wealth Adviser LLC
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CRD # | 301896 |
SEC # | 801-116860 |
CIK # | |
AUM | $2.6 BB (2023-03-28) |
Employees | 124 (45% Investors, 87% Brokers) |
Phone | 617-563-7000 |
Address | 245 Summer Street Boston, MA 02210 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,546 | 0.0 |
(b) Individuals (high net worth individuals) | 165 | 1.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 110 | 0.1 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 60 | 1.6 |
(n) Other | 0 | 0.0 |
Total | 154 | 2.8 |
By Discretionary | ||
Discretionary | 154 | 2.8 |
Non-Discretionary | 0 | 0.0 |
Total | 154 | 2.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.8 | |
Total | 154 | 2.8 |
Related Firms | State | AUM ($BB) |
---|---|---|
Fidelity Management & Research Company LLC
✚
|
MA | 3,148.4 |
Strategic Advisers LLC
✚
|
MA | 659.6 |
Fidelity Personal and Workplace Advisors LLC
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|
MA | 652.5 |
FIAM LLC
✚
|
RI | 152.4 |
Fidelity Management & Research Hong Kong Limited
✚
|
21.4 | |
FMR Investment Management UK Limited
✚
|
14.7 | |
Fidelity Management & Research Japan Limited
✚
|
7.0 | |
Ballyrock Investment Advisors LLC
✚
|
MA | 5.0 |
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 2.6 |
Fidelity SelectCo LLC
✚
|
CO | 0.0 |
FMR Co Inc
✚
|
MA | 0.0 |
Fidelity Investments Money Management Inc
✚
|
MA | 0.0 |
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---|---|---|
Halbert Hargrove Global Advisors LLC
✚
|
CA | 2.7 |
Capital Asset Advisory Services LLC
✚
|
MI | 2.7 |
Cain Watters & Associates LLC
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|
TX | 2.7 |
Western Wealth Management LLC
✚
|
CO | 2.6 |
Howland Capital Management LLC
✚
|
MA | 2.6 |
Highpoint Advisor Group LLC
✚
|
IL | 2.6 |
AdvisorNet Financial Inc
✚
|
MN | 2.6 |
IFG Advisory LLC
✚
|
GA | 2.5 |
Sa Stone Investment Advisors Inc
✚
|
AL | 2.5 |
Stifel Independent Advisors LLC
✚
|
MO | 2.5 |