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
128

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 limited liability company that operates as an institutional registered investment adviser. The firm primarily serves institutional clients while also reporting portfolio management services for individuals and small businesses and pension consulting among its advisory activities. Its fee arrangements include both a percentage-of-assets model and fixed-fee engagements. The firm does not identify as an active ESG investor and is not described as a capital allocator in the filing. Regulatory and industry links are broad: the firm’s filing indicates affiliations and activities that span broker-dealer relationships, other investment adviser arrangements, commodity pool/CTA roles, banking and trust company connections, insurance company relationships, pension consulting activity and sponsorship roles for limited partnerships and pooled investment vehicles.

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 127
  • David Rayburn

    David Rayburn

    Retirement Education SpecialistCRD 4207643

  • Amy Henley

    Amy Henley

    Investment Advisor RepresentativeCRD 2392027

  • Connor Jamerson

    Connor Jamerson

    Financial RepresentativesCRD 7129460

Unlock 124 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth