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FIAM LLC
SMITHFIELD, RI
617-563-7000
SEC #801-63658Total AUM
$347.7B
Employees
196Clients
597Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
900 SALEM STREET
SMITHFIELD
RI 02917
United States
SMITHFIELD
RI 02917
United States
Operating Hours
9:00 AM - 5:00 PM EST
Monday - Friday
Monday - Friday
Phone
617-563-7000
Other Offices
5
Financials
Total AUM
$347.7B
Accounts
647Discretionary
$347.7B
Accounts
633Non-Discretionary
$2.4M
Accounts
14
Clients
HNW Individual Clients
23AUM
$276.3M
Banking Clients
1AUM
$126M
Investment Company Clients
113AUM
$235.1B
Pooled Vehicle Clients
174AUM
$24.4B
Pension/Profit Sharing Plan Clients
46AUM
$12.9B
Charitable Organization Clients
111AUM
$14.6B
Government Entity Clients
39AUM
$9.7B
Investment Advisor Clients
16AUM
$28.9B
Insurance Company Clients
25AUM
$6.4B
Sovereign Wealth Fund Clients
13AUM
$9B
Corporation or Business Clients
36AUM
$6.4B
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF REVENUE FROM AFFILIATES
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALCACTDCDEFLGAIAILINKSMAMDMEMIMNMONHNJNMNVNYOHORPARISCTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 72 business affiliates.
Claimed Affiliates
Reported as an affiliate by 19 other businesses.