Fidelity Institutional Wealth Services

Parent Company Fidelity Investments
Number of RIA Custody Clients 3,300
Total RIA Assets Under Custody $553,200,000,000 ($M)
Minimum RIA Asset Requirement $$15 million (new advisers); $10 million (RIAs)
Key Contact

Michael Durbin

(800) 735-3756

Above Data as of June 30, 2012

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