RIA Intel›Advisers›Massachusetts›FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Advisory

N·BOSTON, MA

Data as of Nov 15, 2024 · Source: SEC Form ADV

Total AUM
$818.8B
1-Year AUM Growth
+25.5%
3-Year CAGR
+13.1%
Employees
15,424
Assets Under Management
Total AUM$818.8B
Discretionary AUM$818.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,662,073
Team
Total Employees15,424
Investment Advisers15,424
Employee Growth (1Y)+14.2%
Filing History
Total Filings on Record66
First FilingOct 13, 2017
Latest FilingNov 15, 2024
🔒 Full AUM trend chart and 66 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

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