Fidelity Facts
 
Fidelity Institutional Wealth Services (FIWS)
Fact Sheet
OVERVIEW
Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. The company is able to leverage the capital, resources and expertise of the Fidelity organization, one of the world's largest financial services companies, on behalf of its clients. This includes access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. Fidelity Institutional Wealth Services custodies over $320 billion in assets on behalf of more than 3,500 clients, as of June 30, 2009. For more information about Fidelity's services, please visithttp://www.ria.fidelity.com
ASSETS AS OF JUNE 30, 2009
Total ending client assets under administration $323.9 billion
Q2 BUSINESS HIGHLIGHTS
Total Ending Client Accounts 1.1 million
Average daily commissionable trades in Q2 2009 23,211
Total Q2 net flows $9.3 billion
ORGANIZATION
President, Institutional Wealth Services: Michael Durbin
LOCATION
Headquartered in Boston
#350171
 

© Copyright 1998-2003 FMR LLC.
All rights reserved.
Terms of Use.


Inside Fidelity
News Media
 For the News Media
 News Release Archive
 Media Kits
Fidelity Facts
 Media Inquiries