MUTUAL OF AMERICA LIFE INSURANCE COMPANY

RIASEC RegisteredEst. 1984
Total AUM
$434M
Discretionary
$434M
100% of AUM
Avg account
$20.7M
Accounts
21
Employees
734
Advisory reps
12

Firm details

Headquarters
New York, New York
CRD number
15356
Registered since
June 1, 1984
Fee structure
Other
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Mutual Of America Life Insurance Company operates as a corporate advisory and pension consulting outfit focused on institutional clients. Registered with the SEC since 1984, the firm provides portfolio management for businesses and institutions and serves as a pension consultant. Filings show the firm runs discretionary mandates and acts in multiple industry roles beyond advisory — including broker-dealer activity, CPO/CTA functions and sponsor or general partner responsibilities for pooled investment vehicles — which points to both advisory and product-sponsor activity within institutional markets. Investment behavior in the filing is concentrated in non-standard asset types (classified as "Other") and includes allocations to private placements as an alternative strategy. The firm is not listed as an active ESG investor. Its fee structure is described as "Other," which, together with the sponsor/GP affiliations, suggests arrangements that may include bespoke fee agreements or product-based fees alongside advisory charges.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • STEPHEN RICH

    Chairman and Chief Executive OfficerCRD 2605560

  • KYLE MEDLIN

    Senior Vice President & Chief Compliance OfficerCRD 5496979

  • CHRISTINE JANOFSKY

    Chief Financial Officer And TreasurerCRD 6269587

Contacts

3 of 9
  • ROGER BLAINE PORTER

    DirectorCRD 4810967

  • Matthew Adams

    DirectorCRD 7978901

  • WAYNE ALEX IAN FREDERICK

    Board of DirectorsCRD 6570216

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
320 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth