FMR (Fidelity Investments):
A Leading Mutual Fund Company, Discount Brokerage Firm,
Retirement Plan Provider, Custodian, & Clearing Broker

Recently Released!!!
Date Published: February 29, 2016
Summary Power Point Deck: 28 Slides
Reference Power Point Deck: 1000 Slides


FMR was founded as the Fidelity Fund in 1930 and is based in Boston, MA. The firm operates in 25 countries, has 12 offices, 41,000 employees, 23.0 million clients, $4.9 trillion assets under administration & management, 454,000 daily average revenue trades, $11.5 billion revenues, & $2.5 billion operating income. FMR is led by its Chairman Ned Johnson & CEO Abby Johnson. Its web sites include www.fidelity.com, www.fidelitycharitable.org, www.advisorchannel.com, www.emoneyadvisor.com, www.e2platform.com, & www.fidelityworldwideinvestment.com.

FMR's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Fidelity Fund Phase
  • Fidelity Management & Research Phase
  • Rapid Growth & Executive Restructuring Phase
  • Abby Johnson Phase
Its profile includes the key statistics of the firm, including its number of countries, offices, employees, clients, accounts, assets under administration & management, net flows, daily average trades, daily average revenue trades, revenues, operating income, & net profits.

Its profile includes detailed outlines of its core businesses, including:

  • Fidelity Investments
    • Fidelity Personal & Workspace Investing
    • Fidelity Institutional Products Group
    • Fidelity Asset Management & Corporate Services
  • Fidelity Worldwide Investment (FIL Limited)
  • Devonshire Investments
And its profile concludes with the highlights of its organizational structure & ownership.

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