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Fidelity Group Inc (Troy)


Fidelity Group Inc is a large advisory firm based in Troy. It manages $56.2 million of regulatory assets for 664 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Michigan and Texas.

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Fidelity Group 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 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fidelity Group: assets under management

The assets under management (AUM) of Fidelity Group Inc is $56.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $56.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.64 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fidelity Group Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Troy

The principal office where Fidelity Group Inc 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.thefidelitygroupinc.com.


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