Ssga Funds Management, Inc
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Overview
Ssga Funds Management, Inc operates as an advisory firm located in Boston, Massachusetts. The company controls $602.4 billion in total assets over 271 accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). It has a large team of 297 employees, two hundred seventy-six of whom are financial advisors. Ssga Funds Management, Inc does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like equities, options and bonds.
Ssga Funds Management, Inc administers all of the company's accounts on a discretionary basis. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without requiring client consent. The investment advisory firm administers about $2.2 billion for every client account. The typical advisor at Ssga Funds Management, Inc oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
The company's headquarters is at 1 Iron Street, Boston, Massachusetts 2210. The company is legally permitted to serve investors throughout 2 states, including Arizona and Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ssga Funds Management, Inc by the Numbers

$602.4 billion

297

271

$2.2 billion
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Products and Services
Ssga Funds Management, Inc offers a variety of financial services, which can consist of portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm is engaged in selling products or offering services apart from investment advisory services to its clients. The company is also affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 23% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services largely are based on the type of services offered. However, fee types billed by the firm typically consist of the following fee structures: asset-based. The company does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 74% of firms
Percentage of Assets
Unavailable
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Find one of the 35% of firms that offer this fee type
Hourly
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Find one of the 2% of firms that offer this fee type
Commissions
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Find one of the 17% of firms that offer this fee type
Performance-based
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Find one of the 1% of firms that offer this fee type
Subscription
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Find one of the 40% of firms that offer this fee type
Fixed
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Find one of the 12% of firms that offer this fee type
Other
Types of Clients
The firm provides services to investment companies, pooled investment vehicles, pension plans and other. Out of its 271 clients, Ssga Funds Management, Inc's largest client type is investment companies. Just 3% of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ssga Funds Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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