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MANULIFE INVESTMENT MANAGEMENT (US) LLC

197 Clarendon St
Boston, Massachusetts 02116
Tel: 617-375-1500

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About MANULIFE INVESTMENT MANAGEMENT (US) LLC

MANULIFE INVESTMENT MANAGEMENT (US) LLC, formally registered with the SEC as MANULIFE INVESTMENT MANAGEMENT (US) LLC. The firm was established in 08/04/1992. They have over 2 offices throughout the country.

MANULIFE INVESTMENT MANAGEMENT (US) LLC is a Boston, Massachusetts based Financial Planning firm with nearly $188,781,027,999 assets under management, offering retirement planning & investment advisory services to 3809 clients. The firm is staffed with 246 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106435
SEC#801-42023
Assets Managed by Firm$188,781,027,999
No. of Clients3809
No. of Advisors246

Fee Structure

  • A percentage of AUM
  • Performance Based

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
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3809$188,781,027,999
Individuals (other than high net worth individuals)2605$784,840,965
High net worth individuals109$175,858,289
Pension and profit sharing plans88$3,946,017,119
Charitable organizations600$520,394,336
Other investment advisers2$214,321,847
Corporations or other businesses141$1,170,401,326

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