Fidelity Investments Money Management, Inc.
$1.8B reported client assets across 3 advisory firms in FY2018 annual amendments
Reported client assets over time
$1.7B
$1.8B
2017
2018
Same-firm comparison: 3 firms that reported Fidelity Investments Money Management, Inc. in both FY2017 and FY2018 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Waldron Private Wealth, Llc | $1.2B | $1.8B | 63.0% | 03/15/2019 |
| Timber Creek Capital Management, Llc | $379M | $379M | 100.0% | 03/11/2019 |
| Bemanaged Financial Services, Inc. | $280M | $405M | 69.0% | 03/31/2019 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.