AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $0.0 |
Total | $0.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.0 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
STRATEGIC ADVISERS LLC | $824.7 | 104555 | |
FIAM LLC | $219.2 | 133196 | |
FIL INVESTMENT ADVISORS | $9.0 | 111103 | |
FIL INVESTMENT ADVISORS (UK) LTD. | $7.3 | 110970 | |
FIL ASSET MANAGEMENT (KOREA) LIMITED | $0.0 | - | |
FIL INVESTMENTS INTERNATIONAL | $0.0 | - | |
FIL INVESTMENT SERVICES (UK) LIMITED | $0.0 | - | |
FIL SECURITIES (JAPAN) KK | $0.0 | broker-dealer | - |
FIL INVESTMENT MANAGEMENT (AUSTRALIA) LIMITED | $0.0 | - | |
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY | $0.0 | trust company | - |
FIL INVESTMENT MANAGEMENT (HONG KONG) LIMITED | $0.0 | broker-dealer | - |
FIL INVESTMENT MANAGEMENT (SINGAPORE) LIMITED | $0.0 | - | |
FIL PENSIONS MANAGEMENT | $0.0 | - | |
FIL FUND MANAGEMENT LIMITED | $0.0 | - | |
FIDELITY GESTION | $0.0 | 132718 | |
FIL LIMITED | $0.0 | - | |
FIL (LUXEMBOURG) S.A. | $0.0 | - | |
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | $0.0 | - | |
NATIONAL FINANCIAL SERVICES LLC | $0.0 | broker-dealer | 13041 |
FIDELITY INVESTMENTS CANADA ULC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
No control persons found |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $0.0 | $0.0 | 0% | 246 | 0 | 0% |
2024-04-02 | $0.0 | $0.0 | 0% | 246 | 0 | 0% |
2023-04-04 | $0.0 | $0.0 | 0% | 246 | 0 | 0% |
2022-04-01 | $0.0 | $0.0 | 0% | 247 | -1 | 0% |
2021-04-05 | $0.0 | $0.0 | 0% | 166 | 80 | 48% |
2020-04-01 | $0.0 | $0.0 | 0% | 240 | 6 | 2% |
2019-04-01 | $0.0 | $0.0 | 0% | 260 | -14 | -5% |
2018-04-02 | $0.0 | $0.0 | -100% | 292 | -46 | -16% |
2017-04-01 | $0.0 | $0.0 | -100% | 210 | 36 | 17% |
2016-04-01 | $0.0 | $0.0 | -100% | 210 | 36 | 17% |
2015-04-01 | $42.4 | -$42.4 | -100% | 202 | 44 | 22% |
2014-04-01 | $14.0 | -$14.0 | -100% | 240 | 6 | 2% |
2013-04-01 | $13.2 | -$13.2 | -100% | 250 | -4 | -2% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV