Fidelity Personal and Workplace Advisors LLC

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Assets, Funds, Holdings

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Fidelity Personal and Workplace Advisors LLC
CRD #288590
SEC #801-112027
CIK #
AUM $818.8 BB (2024-07-03)
Employees 15,424 (100% Investors, 99% Brokers)
Phone617-563-7000
Address245 Summer Street, V2A
Boston, MA 02210
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
90072054036018002009201420192025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,103,013 247.4
(b) Individuals (high net worth individuals) 549,755 456.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 8,817 108.7
(h) Charitable organizations 11 0.0
(i) State or municipal government entities 102 5.3
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 375 0.8
(n) Other 0 0.0
Total 1,991,043 818.8
By Discretionary
Discretionary 1,991,043 818.8
Non-Discretionary 0 0.0
Total 1,991,043 818.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 818.8
Total 1,991,043 818.8
Related Firms State AUM ($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)
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Mitsubishi UFJ Trust and Banking Corporation
396.4
Raymond James Financial Services Advisors Inc
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Financial Engines Advisors LLC
CA 270.8
Voya Investment Management Co LLC
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