MFS INVESTMENT MANAGEMENT

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

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 2 offices throughout the country.

MFS INVESTMENT MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $417,408,071,971 assets under management, offering retirement planning & investment advisory services to 348 clients. The firm is staffed with 1200 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110045
SEC#	801-17352
Assets Managed by Firm	$417,408,071,971
No. of Clients	348
No. of Advisors	1200

Fee Structure

A Percentage of AUM
Other(TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES)

Advisory Services Provided

Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	348	$417,408,071,971
Pension and profit sharing plans	27	$5,207,707,452
Charitable organizations	1	$39,457,220
Corporations or other businesses	17	$103,094,080

Inquire with MFS INVESTMENT MANAGEMENT

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