CHECK IF YOU QUALIFY- Total no. of Employees: 11220
- No. of Employees performing investment advisory functions: 11220
About the Firm:
FIDELITY PERSONAL AND WORKPLACE ADVISORS is a Boston, Massachusetts based Fee-only advisory firm with nearly $726,706,488,861 in assets under management and provides investment advisory services for 1509611 clients. There are currently 11220 advisors at the firm.
Firm information:
SEC Current Status:
Approved
Firm CRD#:
288590
SEC#:
801-112027
Assets Managed by Firm:
$726,706,488,861
Advisory Services Provided:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors, Educational seminars/workshops
Firm Employees Information:
Firm Client Information:
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1509611 | $726,706,488,861 |
| Individuals (other than high net worth individuals) | 816477 | $229,464,900,368 |
| High net worth individuals | 433469 | $401,489,381,887 |
| Pension and profit sharing plans | 7461 | $94,692,004,418 |
| Charitable organizations | 9 | $19,585,589 |
| Corporations or other businesses | 367 | $1,005,517,207 |
Compensation and Fees:
Compensation Methods:
A percentage of AUM, Fixed fees
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|---|---|---|---|---|---|
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