Securian Asset Management, Inc.

RIASEC RegisteredEst. 1994
Total AUM
$41.6B
Discretionary
$41B
99% of AUM
Avg account
$104M
Accounts
398
Employees
70
Advisory reps
5

Firm details

Headquarters
Saint Paul, Minnesota
CRD number
109905
Registered since
September 16, 1994
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Insurance Companies87.99%
  • Investment Companies11.43%
  • Corporations / Businesses0.3%
  • Charitable Organizations0.28%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Securian Asset Management, Inc. is an institutional investment adviser and capital allocator that manages portfolios for institutional clients and investment companies. The firm is organized as a corporation, has been SEC-registered since 1994, and conducts advisory work that includes portfolio management for investment companies and businesses or institutions as well as the selection of other advisers. It also operates in commodity pool/commodity trading advisor activities and maintains affiliations across the financial services industry (broker‑dealer relationships, other investment advisers and an insurance company affiliation). Fee arrangements include percentage-of-AUM fees, fixed fees and other structures. The firm does not identify as an active ESG investor and is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Investment Grade Corp Bonds 50%, Other 32%, Exchange Traded Equities 9%, Cash & Cash Equivalents 3%, US Government Bonds 2%, Derivatives 2%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%50%
  • Investment Grade Corp Bonds50%
  • Other32%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%

Owners & executives

3 of 3
  • Jessica Parrucci

    Jessica Parrucci

    Vice President and Chief Compliance OfficerCRD 7269516

  • Johnathan Heshelman

    Chief Investment OfficerCRD 8137162

  • Jennifer Wolf

    Jennifer Wolf

    Vice President, Chief Legal Officer and SecretaryCRD 6716227

Contacts

2 of 2
  • Michael Steinert

    Michael Steinert

    Senior Vice PresidentCRD 4547563

  • Suzette Huovinen

    Suzette Huovinen

    Senior Vice PresidentCRD 7705540

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$864M in ETFs

Passive

97%

$836M

Active

3%

$28.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$166M243,44719.24%

Location

Primary office

Saint Paul, MN

Ramsey

Location

Saint Paul, MN

Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Ramsey
Address
400 Robert St N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth