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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on June 23, 2017
    • $303.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 332
      Accounts
    • $913.3M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

0

There are no advisors from this firm to display at this time.

Affiliated Investment Advisors and Broker Dealers

Name Type Total Assets
Mfs Fund Distributors, Inc. Broker-Dealer --
Mfs Heritage Trust Company -- --
Mfs Institutional Advisors Inc. IAR $116,317,078,163
Mfs International (Hong Kong) Limited -- --
Mfs International (U.K.) Limited -- --
Mfs International Australia Pty Ltd -- --
Mfs International Ltd -- --
Mfs International Singapore Pte. Ltd. -- --
Mfs International Switzerland Gmbh -- --
Mfs Investment Management Canada -- --
Mfs Investment Management Company (Lux) S.A R.L. -- --
Mfs Investment Management K.K. -- --
Sun Life Global Investments (Canada) Inc. -- --

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Kevin D. Strain Director June, 2017 less than 5%
    Heidi Walter Hardin Executive Vice President, General Counsel, And Secretary March, 2017 less than 5%
    Robert James Manning Director, Executive Chairman & Chairman Of The Board Of Directors January, 2017 less than 5%
    Michael William Roberge Director, Chief Executive Officer, President, And Chief Investment Officer January, 2017 less than 5%
    Robin Ann Stelmach Vice Chairman January, 2017 less than 5%
    Martin Joel Wolin Chief Compliance Officer July, 2015 less than 5%
    Stephen C Peacher Director June, 2014 less than 5%
    David Alexander Antonelli Vice Chairman July, 2010 less than 5%
    Amrit Bir-Singh Kanwal Executive Vice President And Chief Financial Officer April, 2009 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets