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| Fidelity Institutional Wealth Adviser LLC
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|---|---|
| CRD # | 301896 |
| SEC # | 801-116860 |
| CIK # | |
| AUM | $3.9 BB (2024-07-16) |
| Employees | 174 (48% Investors, 75% Brokers) |
| Phone | 617-563-7000 |
| Address | 245 Summer Street Boston, MA 02210 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45,658 | 0.1 |
| (b) Individuals (high net worth individuals) | 1,350 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 376 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 250 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 610 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 423 | 3.9 |
| By Discretionary | ||
| Discretionary | 423 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 423 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 423 | 3.9 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Fidelity Management & Research Company LLC
✚
|
MA | 3,964.4 |
|
Strategic Advisers LLC
✚
|
MA | 824.7 |
|
Fidelity Personal and Workplace Advisors LLC
✚
|
MA | 818.8 |
|
FIAM LLC
✚
|
RI | 219.2 |
|
Fidelity Management & Research Hong Kong Limited
✚
|
24.4 | |
|
FMR Investment Management UK Limited
✚
|
14.7 | |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 6.5 |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 3.9 |
|
Fidelity Management & Research Japan Limited
✚
|
2.8 | |
|
Fidelity SelectCo LLC
✚
|
CO | 0.0 |
|
FMR Co Inc
✚
|
MA | 0.0 |
|
Fidelity Investments Money Management Inc
✚
|
MA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stacey Braun Associates Inc
✚
|
NY | 4.2 |
|
SYM Financial Corporation
✚
|
IN | 4.1 |
|
Alaska Permanent Capital Management Co
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|
AK | 4.0 |
|
RFG Advisory LLC
✚
|
AL | 3.9 |
|
Clifford Swan Investment Counsel LLC
✚
|
CA | 3.8 |
|
BTC Capital Management Inc
✚
|
IA | 3.8 |
|
TFO Family Office Partners Inc
✚
|
AZ | 3.8 |
|
Moreton Asset Management LLC
✚
|
UT | 3.8 |
|
Hoisington Investment Management Co
✚
|
TX | 3.7 |
|
NWF Advisory Services Inc
✚
|
CA | 3.7 |