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MFS INSTITUTIONAL ADVISORS INC.
BOSTON, MA
617-954-5000
SEC #801-46433Total AUM
$113.6B
Employees
1,311Clients
13,555Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 HUNTINGTON AVENUE
BOSTON
MA 02199-7618
United States
BOSTON
MA 02199-7618
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
617-954-5000
Financials
Total AUM
$113.6B
Accounts
13,555Discretionary
$113.6B
Accounts
13,555Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
9,145AUM
$2.2B
HNW Individual Clients
407AUM
$1B
Investment Company Clients
2AUM
$748.6M
Pooled Vehicle Clients
124AUM
$46B
Pension/Profit Sharing Plan Clients
253AUM
$17B
Charitable Organization Clients
116AUM
$1.9B
Government Entity Clients
51AUM
$19.7B
Insurance Company Clients
37AUM
$7.8B
Sovereign Wealth Fund Clients
12AUM
$14.6B
Corporation or Business Clients
114AUM
$606.3M
Other Clients
3,294AUM
$2.2B
Description of Other Clients
SEE SCHEDULE D - MISCELLANEOUS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 14 other businesses.