MFS Fund Distributors, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
377
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
31052
Registered since
November 18, 1992

Firm profile

FINTRX

Overview

MFS Fund Distributors, Inc. is organized as a corporation that operates primarily as a fund distributor rather than as an asset allocator or portfolio manager. Ownership is reported to involve both a domestic corporate entity and individual owners. The firm’s stated profile indicates it does not act as a capital allocator and does not position itself as an ESG investor. It also does not identify as a multi-state investment adviser or a pension consultant. The combination of distributor classification and the other attributes suggests the firm’s core activity is intermediary distribution and support of pooled investment products, rather than direct discretionary wealth management or alternative-asset allocation. That profile implies a focus on product marketing, placement and servicing through intermediary channels rather than on running proprietary portfolios.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
111 Huntington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth