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| Keyboard |
| Fidelity Personal and Workplace Advisors LLC
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|---|---|
| CRD # | 288590 |
| SEC # | 801-112027 |
| CIK # | |
| AUM | |
| Employees | 15,424 (100% Investors, 99% Brokers) |
| Phone | 617-563-7000 |
| Address | 245 Summer Street, V2A Boston, MA 02210 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 13,624 |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Fidelity Management & Research Company LLC
✚
|
MA | 5,685.0 B |
|
Strategic Advisers LLC
✚
|
MA | 1,370.1 B |
|
FIAM LLC
✚
|
RI | 347.7 B |
|
Fidelity Management & Research Hong Kong Limited
✚
|
32.5 B | |
|
FMR Investment Management UK Limited
✚
|
25.8 B | |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 11.0 B |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 9.4 B |
|
Fidelity Management & Research Japan Limited
✚
|
2.4 B | |
|
Fidelity Personal and Workplace Advisors LLC
✚
|
MA | |
|
Fidelity SelectCo LLC
✚
|
CO | |
|
FMR Co Inc
✚
|
MA | |
|
Fidelity Investments Money Management Inc
✚
|
MA |