Voya Investment Management Co. LLC is a large advisory firm based in New York. It manages $108.25 billion of regulatory assets for 2,080 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 Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. 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 Investment Management Co. LLC is $108.25 billion. The firm's AUM has grown by 22% since the beginning of its operation, and $11.82 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Voya Investment Management Co. LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, other investment advisers, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Voya Investment Management is investment companies with 64 clients and $54.01 billion of assets under management. Among the 12 most similar advisory firms, Voya Investment Management has the 4th highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $108.25 billion for 2,080 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Voya Investment Management doesn't advise any private funds.
The company employs 788 people that are either part- or full-time employees. 26 percent of the employees work as investment advisers or researchers. 85 employees are registered as investment adviser representatives with the state securities authorities.
There are 6 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Dina Santoro joined the executive team most recently as the Managing Director, Head Of Product Marketing And Strategy.
The principal office where Voya Investment Management Co. LLC performs its advisory services is located at 230 Park Avenue, New York, NY 10169, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-309-8200 or by fax 212-808-6134. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at voyainvestments.com.