FIDELITY PERSONAL TRUST COMPANY, FSB
CRD #109516 SEC #801-57524 BOSTON, MA 800-544-3455
SEC Registered
Total AUM
$857.1M
Discretionary
$857.1M
Employees
51
Clients
--
Accounts
955
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $1.7B | $1.7B | $0 | -- | -- |
| Sep 2005 | $857.1M | $857.1M | $0 | 51 | -- |
| Aug 2004 | $752.9M | $752.9M | $0 | 51 | -- |
| Aug 2004 | $752.9M | $752.9M | $0 | 51 | -- |
| Aug 2004 | $752.9M | $752.9M | $0 | 51 | -- |
| Jun 2004 | $752.9M | $752.9M | $0 | 51 | -- |
| Mar 2004 | $752.9M | $752.9M | $0 | 51 | -- |
| Mar 2002 | $835.3M | $835.3M | $0 | 51 | -- |
| Sep 2001 | $173.2M | $173.2M | $0 | -- | -- |
| May 2001 | $173.2M | $173.2M | $0 | -- | -- |
DateMar 2007
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$857.1M
Discretionary$857.1M
Non-Disc.$0
Employees51
Clients--
DateAug 2004
Total AUM$752.9M
Discretionary$752.9M
Non-Disc.$0
Employees51
Clients--
DateAug 2004
Total AUM$752.9M
Discretionary$752.9M
Non-Disc.$0
Employees51
Clients--
DateAug 2004
Total AUM$752.9M
Discretionary$752.9M
Non-Disc.$0
Employees51
Clients--
DateJun 2004
Total AUM$752.9M
Discretionary$752.9M
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$752.9M
Discretionary$752.9M
Non-Disc.$0
Employees51
Clients--
DateMar 2002
Total AUM$835.3M
Discretionary$835.3M
Non-Disc.$0
Employees51
Clients--
DateSep 2001
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2001
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees--
Clients--