James
Ignazio

Mfs Institutional Advisors Inc

CRD#2416315
Investment Advisor
in Boston, MA

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About this Advisor

James Ignazio is a financial advisor who works out of Boston, Massachusetts who has 17 years of relevant experience. Ignazio is an employee of Mfs Institutional Advisors Inc. Throughout their career, they have worked at Mfs Institutional Advisors, Inc and Mfs Fund Distributors, Inc. Ignazio has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Mfs Institutional Advisors Inc is a financial advisory business that has its headquarters in Boston, MA. It has $117 billion in assets across its 7,737 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 138 charitable organizations. Of its 7,737 customer accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business performs a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely are based on the services provided. Fee types charged by Mfs Institutional Advisors Inc most likely consist of any combination of asset-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

111 Huntington Avenue
Boston, MA 02199-7618

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Mfs Institutional Advisors Inc Brokerage Details

Total Assets Under Management

$116,842,935,821

MA Average: $16,012,751,954
Total Number of Employees

1,300

MA Average: 118
Total Number of Accounts

7,737

MA Average: 4,567
Average Account Size

$15,101,840

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

James Ignazio Work History

James has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Mfs Institutional Advisors, Inc

1994 - Present (30 years)

Mfs Fund Distributors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Ignazio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mfs Institutional Advisors Inc

Lori Hubbard
Boston, MA
Andy Tyndall
Boston, MA
Suzanne Crouch
Boston, MA
Steven Burkhardt
Boston, MA
Jeffrey Maccune
Boston, MA
Patrick Carroll
Boston, MA
Hudson Walker
Boston, MA
Marie Reichenbach
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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