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FIAM LLC
CRD 133196 · SEC 801-63658
900 SALEM STREET, SMITHFIELD, RI, 02917, United States
Phone
617-563-7000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$347.73B
Discretionary AUM
$347.73B
Team
196 total employees; 139 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; PERCENTAGE OF REVENUE FROM AFFILIATES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $276.3M |
| Investment companies | 113 | $235.06B |
| Pooled investment vehicles | 174 | $24.42B |
| Pension/profit sharing plans | 46 | $12.87B |
| Charitable organizations | 111 | $14.62B |
| State/municipal entities | 39 | $9.66B |
| Other investment advisers | 16 | $28.92B |
| Insurance companies | 25 | $6.36B |
| Sovereign wealth funds | 13 | $9.04B |
| Corporations/business entities | 36 | $6.36B |
States served
VT, AL, AK, CA, DE, DC, GA, IL, IN, IA, KS, ME, MD, MA, MI, MN, NV, NJ, NM, NY, OH, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.fidelity.com
- https://institutional.fidelity.com
- https://clearingcustody.fidelity.com
- https://www.linkedin.com/showcase/fidelity-for-wealth-managers
- https://www.linkedin.com/showcase/fidelity-for-institutional-investors
- https://x.com/fidelityforWMs
- https://x.com/fidelityforIIs
- https://www.youtube.com/@FidelityInstitutional
- http://X.com/fidelitynews
- https://X.com/FidelityPolicy
Official SEC filing: View on IAPD