Metlife Investment Fund Services LLC (Somerset)

Name: Metlife Investment Fund Services LLC
Address: 400 Atrium Drive, Somerset, NJ, 08873
Telephone: 732-652-1200

Metlife Investment Fund Services LLC is a large advisory firm based in Somerset. It manages $2.2 billion of regulatory assets for 129,871 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 45 other states.

Metlife Investment Fund Services provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Metlife Investment Fund Services: assets under management

The assets under management (AUM) of Metlife Investment Fund Services LLC is $2.2 billion. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Metlife Investment Fund Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Metlife Investment Fund Services LLC

Michael Kevin Farrell has been acting as President since 1 Sep 2005. Marc Allan Cohn joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Citistreet Retirement Services Llc	Sole member of applicant	1 Dec 1991	75% - 100%	22-3140349
Brian Thomas Lodestro	Vice president, managed assets programs	1 Dec 2002	Other	2874822
Lori M Renzulli	Vice president, chief compliance officer	1 Jul 2004	Other	1994781
Anthony James Williamson	Treasurer	1 Sep 2005	Other	4601252
Michael Kevin Farrell	President	1 Sep 2005	Other	854508
John Peter Kyne	Chief compliance officer	1 May 2006	Other	2573027
Marc Allan Cohn	Chief compliance officer	1 Nov 2006	Other	2464524

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Metropolitan Tower Life Insurance Company	Sole member	1 Sep 2005	75% - 100%	13-3114906
Inc. Metlife	Sole owner	1 Sep 2005	75% - 100%	13-4075851

Based in Somerset

The principal office where Metlife Investment Fund Services LLC performs its advisory services is located at 400 Atrium Drive, Somerset, NJ 08873 The mailing address of the firm is 1 Metlife Plaza, Long Island City, NY 11101. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-652-1200 or by fax 732-652-1411. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.citistreetonline.com.