Fiam Llc (Smithfield)
Fiam Llc Is a Large Advisory Firm Based in Smithfield. It Manages $84.57 Billion of Regulatory Assets for 255 Client Accounts. It Has Been Registered with the...
Fiam LLC is a large advisory firm based in Smithfield. It manages $84.57 billion of regulatory assets for 255 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, California, and 28 other states.
Fiam provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and research for fidelity companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Fiam: assets under management
The assets under management (AUM) of Fiam LLC is $84.57 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and $14.4 billion of the total AUM is attributable to clients outside of the United States.
The firm manages $84.57 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $331.63 million each.
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Investments
The firm invests in exchange traded securities the most. They account for 23% of the total AUM. The second-largest asset type is government bonds, which make up 15% of the firm’s portfolio. Investments in pooled investment vehicles form 10% of the total invested assets.
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