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FMR CO., INC.
BOSTON, MA
617-563-7000
SEC #801-3447Total AUM
$918.9B
Employees
1,120Clients
392Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
245 SUMMER STREET
BOSTON
MA 02210
United States
BOSTON
MA 02210
United States
Operating Hours
9:00 A.M. - 5:00 P.M. EST
Monday - Friday
Monday - Friday
Phone
617-563-7000
Other Offices
2
Financials
Total AUM
$918.9B
Accounts
552Discretionary
$918.9B
Accounts
552Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
370AUM
$790.7B
Pooled Vehicle Clients
19AUM
$101.8B
Government Entity Clients
1AUM
$23.5B
Investment Advisor Clients
1AUM
$2.8B
Other Clients
1AUM
$64.6M
Description of Other Clients
PROPRIETARY FUNDS AND ACCOUNTS
Services
Services Offered
Company Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR FOREIGN AND PROPRIETARY FUNDS AND ACCOUNTS AND OTHER AFFILIATED INVESTMENT ADVISORS
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
BASED ON ASSETS MANAGED BY LICENSEE USING AN INDEX
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
COMARI
Affiliates
Affiliates
Reported 53 business affiliates.
Claimed Affiliates
Reported as an affiliate by 13 other businesses.