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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

245 Summer Street
Boston, Massachusetts, 2210
Tel: 617-563-7000

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About the Firm:

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC is a Boston, Massachusetts based Fee-only advisory firm with nearly $3,688,587,311,060 in assets under management and provides investment advisory services for 22968 clients. There are currently 1042 advisors at the firm.


Firm information:

SEC Current Status:

Approved

Firm CRD#:

108281

SEC#:

801-7884

Assets Managed by Firm:

$3,688,587,311,060

Advisory Services Provided:

Portfolio Management for Individuals, Portfolio Management for Investment, Portfolio Management for Pooled Investment, Selection of Other Advisors


Firm Employees Information:

  • Total no. of Employees: 1042
  • No. of Employees performing investment advisory functions: 433

Firm Client Information:

No. of ClientsAUM
Firm Total22968$3,688,587,311,060
Individuals (other than high net worth individuals)3573$1,840,734,089
High net worth individuals18371$14,514,313,207

Compensation and Fees:

Compensation Methods:

A percentage of AUM, Performance Based, Other (See miscellaneous section in schedule d)

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