VOYA RETIREMENT ADVISORS, LLC

RIASEC RegisteredEst. 2000
Total AUM
$37.5B
Discretionary
$37.5B
100% of AUM
Avg account
$4.9M
Accounts
7,672
Employees
121
Advisory reps
136

Firm details

Headquarters
Windsor, Connecticut
CRD number
3989
Registered since
September 25, 2000
Custodians
VOYA INSTUTIONAL TRUST COMPANY, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Corporations / Businesses74.42%
  • State / Municipal Government19.44%
  • Banking / Thrift Institutions6.14%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Voya Retirement Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2000. The firm services an institutional client base while also offering portfolio management for individuals and small businesses and providing pension consulting services. Its fee model includes both a percentage-of-assets arrangement and fixed fees. The firm is not identified as an active ESG investor in the source data. Regulatory filings and activity notes show multiple business relationships and affiliations: broker-dealer links, connections with other investment advisers, banking and trust institutions, insurance companies, and roles as sponsor or manager of pooled investment vehicles. Ownership is described as a combination of a domestic entity and individual interests.

Assets & Accounts

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: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Chin Kuo

    Chief Financial OfficerCRD 8074170

Contacts

3 of 135
  • DAVID RAYBURN

    Retirement Education SpecialistCRD 4207643

  • AMY HENLEY

    Investment Advisor RepresentativeCRD 2392027

  • Connor Jamerson

    Financial RepresentativesCRD 7129460

Unlock 132 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Windsor, CT

HARTFORD

Location

Windsor, CT

Headquartered in Windsor, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
1 Orange Way
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth