Loomis, Sayles & Company, LP
Loomis, Sayles & Company, LP (CRD# 105377) is a financial advisory firm headquartered in Boston, MA. They manage $301,378,322,996 in 20,445 accounts and serve the financial needs of clients across 52 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management301,378MILLION
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Total Number of Accounts20,445ACCOUNTS
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Average Account Value$14,740,930
Compensation Options
- A percentage of assets under your management
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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