Massachusetts Fidelity Trust Company
$3.0M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$3.0M
$3.6M
2024
2025
Same-firm comparison: 1 firms that reported Massachusetts Fidelity Trust Company in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Focus 401 (K) Group, Llc | $3.0M | $170M | 1.8% | 01/14/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.