The Fidelity Group Incorporated (Troy)
The Fidelity Group Incorporated is a large advisory firm based in Troy. It manages $73.47 million of regulatory assets for 644 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Michigan and Texas.
The Fidelity Group Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The Fidelity Group Incorporated: assets under management
The assets under management (AUM) of The Fidelity Group Incorporated is $73.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay The Fidelity Group Incorporated for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Troy
The principal office where The Fidelity Group Incorporated performs its advisory services is located at 4000 Livernois, Suite 120, Troy, MI 48098, which is also the mailing address of the firm. An additional office of the firm is in Ann Arbor, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-524-9890 or by fax 248-524-9899. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.tfgmi.com.
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