Assets Under Management
$90.0B
Number of Clients
392,809
Number of Advisors
4677
Average Client AUM
$229K
AUM per Advisor
$19.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
MMLIS provides personalized investment advice and management services through Advisor Select Programs, offering discretionary or non-discretionary management. Investments include mutual funds, ETFs, stocks, bonds, and alternative investments. Clients can impose reasonable investment restrictions. MMLIS also acts as a broker-dealer.
1295 State Street, Springfield, MA, 01111-0001