Voya Investments, LLC

RIASEC Registered
Total AUM
$59.5B
Discretionary
$59.5B
100% of AUM
Avg account
$556M
Accounts
107
Employees
104
Advisory reps
5

Firm details

Headquarters
Scottsdale, Arizona
CRD number
111091
Registered since
February 7, 1995
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Voya Investments, LLC is an institutional registered investment adviser that focuses on managing assets for other institutions and pooled investment vehicles. The firm is SEC-registered (registration year 1995) and operates as a capital allocator, charging fees based on a percentage of assets under management. Its advisory mandate includes portfolio management for investment companies and pooled vehicles and the selection of external advisers, and the firm also sponsors and manages pooled investment vehicles. The client base is institutional rather than retail, and the organization maintains relationships across broker-dealers, banking and trust institutions, insurance firms, and other investment-adviser and commodity pool/CTA entities. The firm does not identify as an active ESG investor.

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

Owners & executives

2 of 2
  • Jonathan Nash

    Jonathan Nash

    Chief Investment Risk & Analytics OfficerCRD 2337820

  • Erica Mckenna

    Erica Mckenna

    Vice President and Chief Compliance OfficerCRD 7620703

Contacts

3 of 3
  • Huey Falgout

    Huey Falgout

    Managing Director and Head of IM LegalCRD 2244652

  • Tiffani Potesta

    Tiffani Potesta

    Intermediate TraderCRD 4042592

  • Catrina Willingham

    Catrina Willingham

    Vice PresidentCRD 7025979

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

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
7337 E Doubletree Ranch Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth