Massachusetts Financial Services is an investment advisor in Boston with $556.80 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-17352
FINRA CRD number
110045
AUM ?
$556.80 bn
(as of 26 May 22)
Accounts
345
(as of 26 May 22)
Employees
1,100
(305 investment advisory or research)
Address
Massachusetts Financial Services
111 HUNTINGTON AVENUE
24TH FLOOR
BOSTON
MA 02199
111 HUNTINGTON AVENUE
24TH FLOOR
BOSTON
MA 02199
Office hours
Monday - Friday, 9 A.M. - 5 P.M.
Phone
18006372929
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sun Life of Canada (U.s.) Financial Services Holdings, Inc. | Shareholder | 12/1997 | > 75% |
Sun Life Financial (U.s.) Investments LLC | Shareholder | 10/2001 | > 75% |
Sun Life Financial (U.s.) Holdings, Inc. | Shareholder | 10/2001 | > 75% |
Sun Life Assurance Company of Canada - U.s.operations Holdings, Inc. | Shareholder | 10/2001 | > 75% |
Sun Life Global Investments Inc. | Shareholder | 11/2016 | > 75% |
Sun Life Financial Inc. | Shareholder | 11/2004 | > 75% |
Kanwal, Amrit, Bir-singh | Director, Executive Vice President and Chief Financial Officer | 01/2022 | < 5% |
Roberge, Michael, William | Director, Chairman of the Board, Chairman and Chief Executive Officer | 01/2022 | < 5% |
Sun Life 2007-1 Financing Corp. | Shareholder | 11/2016 | > 75% |
Hardin, Heidi, Walter | Executive Vice President, General Counsel, and Secretary | 03/2017 | < 5% |
Strain, Kevin, D. | Director | 06/2017 | < 5% |
Geremia, Carol, William | Director and President | 01/2018 | < 5% |
Kennedy, Melissa, Jane | Director | 01/2020 | < 5% |
Singh, Manjit | Director | 06/2021 | < 5% |
Licea-mailloux, Rosa, Esmeralda | Chief Compliance Officer | 03/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
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