MFS INSTITUTIONAL ADVISORS INC.

111 Huntington Avenue
Boston, Massachusetts 02199-7618
Tel: 617-954-5000

About MFS INSTITUTIONAL ADVISORS INC.

MFS INSTITUTIONAL ADVISORS INC, formally registered with the SEC as MFS INSTITUTIONAL ADVISORS INC. The firm was established in 05/06/1994. They have over 1 offices throughout the country.

MFS INSTITUTIONAL ADVISORS INC. is a Boston, Massachusetts based Financial Planning firm with nearly $128,519,177,590 assets under management, offering retirement planning & investment advisory services to 8586 clients. The firm is staffed with 1300 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107144
SEC#	801-46433
Assets Managed by Firm	$128,519,177,590
No. of Clients	8586
No. of Advisors	1300

Fee Structure

A percentage of AUM
Performance Based
Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES)

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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	8586	$128,519,177,590
Individuals (other than high net worth individuals)	6005	$1,545,755,224
High net worth individuals	299	$785,612,389
Pension and profit sharing plans	198	$33,609,511,303
Charitable organizations	97	$1,808,545,188
Corporations or other businesses	115	$352,323,119

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