Wealth Manager
    SEC Registered

    Fiam LLC

    Registered investment advisor · Smithfield, Rhode Island · CRD #133196

    Assets Under Management
    $347.7B
    Client Accounts
    647
    Employees
    196
    CRD Number
    133196
    Registration
    SEC Registered
    Custodian
    Brown Brothers Harriman & Co., State Street Bank And Trust Company, The Bank Of New York Mellon

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Fiam LLC

    Fidelity Investments is a leading financial services company based in Boston, Massachusetts, founded in 1946 by Edward C. Johnson II. With approximately $9.9 trillion in customer assets and around 77,000 employees, Fidelity is one of the largest asset managers in the world. The company has a rich history, evolving from a small advisory firm into a global leader in investment solutions. Fidelity offers a wide range of financial products and services, including mutual funds, retirement solutions,

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Fiam LLC's AUM?

    Fiam LLC reports approximately $347.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Fiam LLC headquartered?

    Fiam LLC is headquartered in Smithfield, Rhode Island.

    What is Fiam LLC's CRD number?

    Fiam LLC's CRD number is 133196. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Fiam LLC manage?

    Fiam LLC manages approximately 647 client accounts according to its latest SEC filing.

    Is Fiam LLC SEC registered?

    Yes, Fiam LLC is registered with the SEC as an investment adviser with an approved registration status.

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