Fidelity Family Office Services
$441M reported client assets across 2 advisory firms in FY2021 annual amendments
Reported client assets over time
$244M
$400M
2017
2021
Same-firm comparison: 1 firms that reported Fidelity Family Office Services in both FY2020 and FY2021 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 |
|---|---|---|---|---|
| Granger Management Llc | $323M | $4.4B | 7.3% | 03/22/2022 |
| Gleneagles Investment Advisors, Llc | $118M | $1.1B | 10.3% | 03/28/2022 |
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.