Thrivent Financial For Lutherans

RIASEC RegisteredEst. 2001

Total AUM

$129B

Discretionary

$129B

100% of AUM

Avg account

$3.8B

Accounts

Employees

4,220

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 115785
Registered since: November 13, 2001
Website: www.thrivent.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other63.53%
Investment Companies35.42%
Pension & Profit Sharing Plans0.96%
Pooled Investment Vehicles0.09%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Thrivent Financial For Lutherans operates as an insurance-affiliated broker-dealer that manages institutional business across a range of client structures. The firm provides portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional clients, and it also performs CPO/CTA functions and serves as sponsor/GP for pooled vehicles. Its fee model includes percentage-of-AUM billing and performance-based fees. Thrivent is not identified as an active ESG investor. The organization is treated more as an asset manager embedded in an insurance and trust ecosystem than as a standalone capital allocator. Its public filings indicate a long-standing SEC registration (since 2001) and a set of industry affiliations that include broker-dealer, insurance company, trust company and banking relationships.