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 7 offices throughout the country.

LOOMIS, SAYLES & COMPANY, L.P. is a Boston, Massachusetts based Financial Planning firm with nearly $301,378,322,996 assets under management, offering retirement planning & investment advisory services to 20445 clients. The firm is staffed with 722 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105377
SEC#	801-170
Assets Managed by Firm	$301,378,322,996
No. of Clients	20445
No. of Advisors	722

Fee Structure

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

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (NON-DISCRETIONARY INVESTMENT ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	20445	$301,378,322,996
High net worth individuals	18739	$10,164,427,483
Pension and profit sharing plans	313	$59,296,518,666
Charitable organizations	212	$1,558,947,115
Other investment advisers	10	$1,164,622,437
Corporations or other businesses	521	$18,437,023,786

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