CHECK IF YOU QUALIFY- Total no. of Employees: 1042
- No. of Employees performing investment advisory functions: 433
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:
Firm Client Information:
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22968 | $3,688,587,311,060 |
| Individuals (other than high net worth individuals) | 3573 | $1,840,734,089 |
| High net worth individuals | 18371 | $14,514,313,207 |
Compensation and Fees:
Compensation Methods:
A percentage of AUM, Performance Based, Other (See miscellaneous section in schedule d)
More Financial Advisor Firms in Massachusetts:
| Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS 245 Summer Street, V2a, Boston, MA 2210 | 288590 | 801-112027 | 1509611 | 11220 | $726,706,488,861 |
| STRATEGIC ADVISERS LLC 245 Summer Street, V10b, Boston, MA 2210 | 104555 | 801-13243 | 1483231 | 235 | $737,260,972,902 |
| COMMONWEALTH FINANCIAL NETWORK 29 Sawyer Road, Waltham, MA 02453-3483 | 8032 | 801-41541 | 540172 | 4000 | $161,852,722,626 |
| MML INVESTORS SERVICES, LLC 1295 State Street, Springfield, MA 01111-0001 | 10409 | 801-44264 | 287089 | 7620 | $62,946,222,947 |
| GW&K INVESTMENT MANAGEMENT, LLC 222 Berkeley Street, 15th Floor, Boston, MA 2116 | 121942 | 801-61559 | 49094 | 175 | $54,720,660,219 |
| NATIXIS ADVISORS, LLC 888 Boylston Street, Suite 800, Boston, MA 2199 | 106800 | 801-48408 | 38333 | 411 | $46,512,243,345 |