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MFS INVESTMENT MANAGEMENT

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

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About MFS INVESTMENT MANAGEMENT

MFS INVESTMENT MANAGEMENT, formally registered with the SEC as MFS INVESTMENT MANAGEMENT. The firm was established in 05/20/1982. They have over 1 offices throughout the country.

MFS INVESTMENT MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $454,325,314,664 assets under management, offering retirement planning & investment advisory services to 344 clients. The firm is staffed with 1300 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110045
SEC#801-17352
Assets Managed by Firm$454,325,314,664
No. of Clients344
No. of Advisors1300

Fee Structure

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

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total344$454,325,314,664
Pension and profit sharing plans25$4,668,408,635
Charitable organizations1$45,849,203
Corporations or other businesses22$116,675,586

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