Overview
Assets Under Management: $818.8 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 549,755
Average Client Assets: $830,511
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 549,755
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.76
Average High-Net-Worth Client Assets: $830,511
Total Client Accounts: 1,991,043
Discretionary Accounts: 1,991,043
Regulatory Filings
CRD Number: 288590
Filing ID: 1959859
Last Filing Date: 2025-03-17 16:15:00
Website: https://fmr.com