MFS INVESTMENT MANAGEMENT

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

About MFS INVESTMENT MANAGEMENT

MFS INVESTMENT MANAGEMENT is a Boston, Massachusetts based financial advisory firm with nearly $454,325,314,664 in assets under management and provides investment advisory services for 344 clients. There are currently 1300 financial advisors at the firm.

General Information
Firm CRD#:

110045

Firm SEC#:

801-17352

Assets Under Management:

$454,325,314,664

No. of Clients:

344

No. of Advisors:

1300

Employees Providing Investment Advice:

332

SEC Registration Status:

Approved since May 20, 1982

Website:

facebook.com/followmfs

Advisory Services Provided:

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

Fee Structure:

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

Clients by Type

Client TypeClientsAssets Under Management
Investment companies194$391,973,781,006
Pooled investment vehicles97$55,661,855,236
Pension and profit sharing plans25$4,668,408,635
Charitable organizations1$45,849,203
Insurance companies2$65,704,462
Sovereign wealth funds and foreign official institutions3$1,793,040,536
Corporations or other businesses22$116,675,586

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