Voya Retirement Advisors, LLC is a large advisory firm based in Windsor. It manages $13.54 billion of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Voya Retirement Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Voya Retirement Advisors, LLC is $13.54 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Voya Retirement Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, corporations or other businesses, and state or municipal government entities. The largest group of clients of Patrick Jude Kennedy is corporations or other businesses with 35 clients and $9.07 billion of assets under management. Among the 8 most similar advisory firms, Voya Retirement Advisors has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $13.54 billion for 44 clients. None of the firm’s clients are foreign persons or businesses.
Voya Retirement Advisors doesn't advise any private funds.
The company employs 43 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 43 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Patrick Jude Kennedy has been acting as President since 1 Jan 2013. Bridget Jeannine Andria Witzeman joined the executive team most recently as the Managing Director.
The principal office where Voya Retirement Advisors, LLC performs its advisory services is located at One Orange Way, Windsor, CT 06095, which is also the mailing address of the firm. An additional office of the firm is in Braintree, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-580-2819 or by fax 860-580-0442. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday.