Fidelity

# 富达投资 · Fidelity

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Install skill "Fidelity" with this command: npx skills add hanxueyuan/fidelity

富达投资 · Fidelity


发展历程

时期关键事件
1946 年Edward C. Johnson II 在波士顿创立
1960s推出面向个人投资者的共同基金
2000s401(k) 退休账户管理规模全球第一
2020s加密货币交易服务上线

核心特点

投资管理(共同基金/ETF)+ 退休服务(401k)+ 经纪业务

核心优势

401(k) 市场领导者 + 超过 1 万亿美元的共同基金 AUM


关键数据

指标数值
AUM超过 11 万亿美元
客户超过 4500 万
员工数约 50000 人

值得了解

富达是私有的 Johnson 家族控股——不上市,不受华尔街短期压力

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