Sign in Sign up for free

Fmr Investment Management Service, Inc. (Boston)


Fmr Investment Management Service, Inc. is a large advisory firm based in Boston. It manages $600 billion of regulatory assets for 183 client accounts. It has been registered with the SEC as an adviser since 2001.

Logo

Fmr Investment Management Service provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fmr Investment Management Service: assets under management

The assets under management (AUM) of Fmr Investment Management Service, Inc. is $600 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $600 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.28 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fmr Investment Management Service, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Fmr Corp. Shareholder 1 Dec 1977 75% - 100% 04-2507163

Based in Boston

The principal office where Fmr Investment Management Service, Inc. performs its advisory services is located at One Federal Street, Boston, MA 02110 The mailing address of the firm is 82 Devonshire Street, Boston, MA 02109. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-563-7000 or by fax 617-476-6540. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.fidelity.com.


Registered investment advisers similar to Fmr Investment Management Service, Inc.