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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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