MORGAN STANLEY INVESTMENT MANAGEMENT INC.

1585 Broadway
New York, New York 10036
Tel: 212-761-4000

About MORGAN STANLEY INVESTMENT MANAGEMENT INC.

MORGAN STANLEY INVESTMENT MANAGEMENT INC, formally registered with the SEC as MORGAN STANLEY INVESTMENT MANAGEMENT INC. The firm was established in 01/28/1981. They have over 9 offices throughout the country.

MORGAN STANLEY INVESTMENT MANAGEMENT INC. is a New York, New York based Financial Planning firm with nearly $535,031,832,553 assets under management, offering retirement planning & investment advisory services to 25406 clients. The firm is staffed with 492 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110353
SEC#	801-15757
Assets Managed by Firm	$535,031,832,553
No. of Clients	25406
No. of Advisors	492

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

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
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	25406	$535,031,832,553
High net worth individuals	7	$176,037,229
Pension and profit sharing plans	44	$11,467,661,445
Charitable organizations	11	$7,264,538,668
Other investment advisers	18	$12,213,855,224
Corporations or other businesses	62	$20,095,859,435

More Retirement Planning firms in New York, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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