LOOMIS, SAYLES & COMPANY, L.P.

One Financial Center
Boston, Massachusetts 02111-2621
Tel: 617-482-2450

About LOOMIS, SAYLES & COMPANY, L.P.

LOOMIS, SAYLES & COMPANY, LP, formally registered with the SEC as LOOMIS, SAYLES & COMPANY, LP. The firm was established in 06/02/1977. They have over 8 offices throughout the country.

LOOMIS, SAYLES & COMPANY, L.P. is a Boston, Massachusetts based Financial Planning firm with nearly $254,158,838,705 assets under management, offering retirement planning & investment advisory services to 20030 clients. The firm is staffed with 717 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105377
SEC#	801-170
Assets Managed by Firm	$254,158,838,705
No. of Clients	20030
No. of Advisors	717

Fee Structure

A Percentage of AUM
Performance Based
Other(MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE)

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	20030	$254,158,838,705
High net worth individuals	18351	$8,865,731,462
Pension and profit sharing plans	306	$51,073,227,015
Charitable organizations	208	$1,452,826,076
Other investment advisers	11	$1,692,954,530
Corporations or other businesses	521	$16,626,693,242

Inquire with LOOMIS, SAYLES & COMPANY, L.P.

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