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 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 Status	Approved
Firm CRD#	110045
SEC#	801-17352
Assets Managed by Firm	$454,325,314,664
No. of Clients	344
No. of Advisors	1300

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 Clients	AUM
Firm Total	344	$454,325,314,664
Pension and profit sharing plans	25	$4,668,408,635
Charitable organizations	1	$45,849,203
Corporations or other businesses	22	$116,675,586

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