Aetna Life Insurance & Annuity Co (Hartford)

Aetna Life Insurance & Annuity Co is an adviser based in Hartford. It manages $3.62 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and Georgia.

Aetna Life Insurance & Annuity provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aetna Life Insurance & Annuity: assets under management

The assets under management (AUM) of Aetna Life Insurance & Annuity Co is $3.62 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.62 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $602.53 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aetna Life Insurance & Annuity Co for their services and products based on a percentage of assets under management. 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.

Careers at Aetna Life Insurance & Annuity Co

Mark Alan Tullis has been acting as President since 1 Dec 2000. Inc. Lion Connecticut Holdings joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Aetna Retirement Holdings	Shareholder	1 Apr 1996	75% - 100%	06-1450896
Thomas Joseph Mcinerney	President and director	1 Sep 1997	Other	2400561
Brian John Murphy	Vice president/chief compliance officer	1 May 2000	Other	2825925
Mark Alan Tullis	Director	1 Dec 2000	Other	1862764
Robert Charles Sallpante	Director	1 Dec 2000	Other	2737665
Wayne Robert Huneke	Director	1 Dec 2000	Other	2989900
Michael Wayne Cunningham	Senior vp and chief financial officer	1 Dec 2000	Other	4347461
Phillip Randall Lowery	Director	1 Dec 2000	Other	4347467

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ing Verzekeringen N.V.	Shareholder	1 Dec 1963	75% - 100%	foreign entity
Ing Insurance International B.V.	Shareholder	1 Apr 1977	75% - 100%	foreign entity
N.V. Ing Groep	Shareholder	1 Mar 1991	75% - 100%	foreign entity
Inc. Aetna Retirement Services	Shareholder	1 Mar 1996	75% - 100%	06-1445221
Inc. Lion Connecticut Holdings	Shareholder	1 Dec 2000	75% - 100%	02-0488491
Inc. Ing America Insurance Holdings	Shareholder	1 Dec 2000	75% - 100%	02-0333654

Based in Hartford

The principal office where Aetna Life Insurance & Annuity Co performs its advisory services is located at 151 Farmington Avenue Ts31, Hartford, CT 06156 1492, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 860-273-8667 or by fax 860-273-4898. The normal business hours are 8:00am - 4:00 pm on Monday - Friday.