Aetna Asset Advisors, LLC
Firm details
- Headquarters
- Hartford, Connecticut
- CRD number
- 161282
- Registered since
- March 30, 2012
- Website
- www.aetna.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pooled Investment Vehicles82.19%
- Pension & Profit Sharing Plans17.81%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aetna Asset Advisors, LLC is an institutional registered investment adviser that has been SEC-registered since 2012. The firm is structured as a limited liability company and serves an institutional client base, providing portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee arrangements combine AUM-based percentage fees with fixed-fee engagements. The adviser is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and does not present itself as a pension consultant. Reported industry affiliations include roles as another type of investment adviser, as a CPO/CTA, and as connected to an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
3 of 4John Kearney
TreasurerCRD 8054456
David Evilla
Senior ManagerCRD 7912721
Thomas Potter
PresidentCRD 2378055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hartford, CT
Hartford
Location
Hartford, CT
Headquartered in Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 151 Farmington Ave
- Time zone
- ET (UTC-5)
- Office locations
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