MANULIFE INVESTMENT MANAGEMENT (US) LLC

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

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 Status	Approved
Firm CRD#	106435
SEC#	801-42023
Assets Managed by Firm	$188,781,027,999
No. of Clients	3809
No. of Advisors	246

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 Clients	AUM
Firm Total	3809	$188,781,027,999
Individuals (other than high net worth individuals)	2605	$784,840,965
High net worth individuals	109	$175,858,289
Pension and profit sharing plans	88	$3,946,017,119
Charitable organizations	600	$520,394,336
Other investment advisers	2	$214,321,847
Corporations or other businesses	141	$1,170,401,326

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