Aetna Asset Advisors, LLC

RIASEC RegisteredEst. 2012
Total AUM
$850M
Discretionary
$843M
99% of AUM
Avg account
$213M
Accounts
4
Employees
26
Advisory reps
4

Firm details

Headquarters
Hartford, Connecticut
CRD number
161282
Registered since
March 30, 2012
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

3 of 4
  • John Kearney

    John Kearney

    TreasurerCRD 8054456

  • David Evilla

    Senior ManagerCRD 7912721

  • Thomas Potter

    PresidentCRD 2378055

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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