RIA Intel›Advisers›Massachusetts›FMR CO., INC.

FMR CO., INC.

Advisory

N·BOSTON, MA

Data as of Nov 22, 2019 · Source: SEC Form ADV

Total AUM

$918.9B

1-Year AUM Growth

-17.6%

3-Year CAGR

-6.0%

Employees

332

Assets Under Management

Total AUM$918.9B

Discretionary AUM$918.9B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees332

Investment Advisers1,120

Employee Growth (1Y)—

Filing History

Total Filings on Record87

First FilingJan 31, 2001

Latest FilingNov 22, 2019

🔒 Full AUM trend chart and 87 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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

Get the full picture on FMR CO., INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.