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Fidelity Personal and Workplace Advisors LLC
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CRD # | 288590 |
SEC # | 801-112027 |
CIK # | |
AUM | $818.8 BB (2024-07-03) |
Employees | 15,424 (100% Investors, 99% Brokers) |
Phone | 617-563-7000 |
Address | 245 Summer Street, V2A Boston, MA 02210 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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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
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|
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
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|
2.8 | |
Fidelity SelectCo LLC
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|
CO | 0.0 |
FMR Co Inc
✚
|
MA | 0.0 |
Fidelity Investments Money Management Inc
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|
MA | 0.0 |
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---|---|---|
Morgan Stanley Smith Barney LLC
✚
|
NY | 1,402.4 |
Merrill Lynch Pierce Fenner & Smith Incorporated
✚
|
NY | 1,271.6 |
UBS Financial Services Inc
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|
NJ | 702.4 |
Ameriprise Financial Services LLC
✚
|
MN | 479.8 |
LPL Financial LLC
✚
|
SC | 463.5 |
Envestnet Asset Management Inc
✚
|
IL | 426.1 |
Mitsubishi UFJ Trust and Banking Corporation
✚
|
396.4 | |
Raymond James Financial Services Advisors Inc
✚
|
FL | 275.4 |
Financial Engines Advisors LLC
✚
|
CA | 270.8 |
Voya Investment Management Co LLC
✚
|
NY | 241.8 |