Aon Investment Consulting Inc. (Tampa)

Aon Investment Consulting Inc. is a large advisory firm based in Tampa. It manages $29.94 billion of regulatory assets for 325 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 7 other states.

Aon Investment Consulting provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aon Investment Consulting: assets under management

The assets under management (AUM) of Aon Investment Consulting Inc. is $29.94 billion. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.1 billion in discretionary accounts and $28.84 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $90.71 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aon Investment Consulting Inc. for their services and products based on a percentage of assets under management, hourly charges, 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.

Careers at Aon Investment Consulting Inc.

Angela Parrish has been acting as President since 1 Sep 1991. Grant Douglas Verhaeghe joined the executive team most recently as the Vp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Aon Consulting	100% shareholder	1 Aug 1986	75% - 100%	22-2232264
Jack Robert Dyer	Vp	1 Jun 1991	Other	712387
Angela Parrish	President/director	1 Sep 1991	Other	1753472
Angela Nmn Parrish	President/director	1 Sep 1991	Other	1753472
Patrick George Ryan	Stockholder	1 Nov 1991	Other	408261
Jerome Stephen Hanner	Vice president/assistant sec	1 Jul 1994	Other	2299706
Catherine Marie Lyczko	Vice president/secretary	1 Sep 1994	Other	2299712
Inc. Aon Consulting	100% shareholder	1 Jun 1996	75% - 100%	22-2232264
Dennis Thomas Blair	Vice president - compliance	1 Jan 1999	Other	4330819
Mark Christian Vorhees	Vp	1 Jun 1999	Other	712189
Richard Edward Barry	Vice president/assistant sec	1 Jul 2001	Other	4499143
Scott Thomas Fisher	Vp	1 May 2002	Other	1426744
Richard Edward Barry	Treasurer	1 Jul 2002	Other	4499143
Donald C. Ingram	Chairman	1 Jul 2002	Other	4521384
Richard Vodziak	Asst vice president-taxes	1 Jul 2002	Other	4649521
Richard L. Vodziak	Asst vice president - taxes	1 Nov 2002	Other	4649521
Richard L. (Mi Only) Vodziak	Asst vice president - taxes	1 Nov 2002	Other	4649521
Andrew Ruffner Mccorkle	Svp	1 Nov 2002	Other	5769236
Jennifer Lynn Kraft	Vice president & sec-law	1 Dec 2002	Other	2638561
Scott Thomas Fisher	Chief compliance officer	1 Oct 2004	Other	1426744
James Paul Scott	Svp	1 Nov 2004	Other	871611
Nicole Williams Robertson	Chief compliance officer	1 Dec 2005	Other	5079140
James Paul Scott	Senior vice president	1 Dec 2005	Other	871611
Paul Terry Slamar	Vice president & assistant secretary - law	1 Dec 2005	Other	4643923
Andrew M Appel	Director	1 Feb 2006	Other	2494946
Michael J Gulotta	Director	1 Feb 2006	Other	5270300
Andrew Michael Appel	Director	1 Feb 2006	Other	2494946
Joseph Ron Donatiello	Avp	1 Apr 2006	Other	5770040
Daniel Cecil Hemingway	Evp	1 Jan 2007	Other	5143144
Harold Levaughn Hooks	Vice president-taxes	1 Apr 2007	Other	5643568
Donald Mark Manning	Avp	1 Apr 2007	Other	3063315
Beth Ann Felsen	Vp	1 Apr 2007	Other	2671711
Rebecca Mckinnon King	Svp	1 Aug 2007	Other	2683468
Laura R Philip	Vp	1 Nov 2007	Other	2536366
Laura R (Mi Only) Philip	Vp	1 Nov 2007	Other	2536366
Paul Allen Hagy	Treasurer	1 Jul 2008	Other	5313767
Jeffrey Price Moody	Vp	1 Sep 2008	Other	5811889
Robin Sue Gantz	Vp	1 Nov 2008	Other	5808960
Kemp D Ross	Practice director	1 Jan 2009	Other	5643435
Kemp D (Mi Only) Ross	Practice director	1 Jan 2009	Other	5643435
Nicholas Phillander Harrell	Avp	1 Jan 2009	Other	5808928
John Marvin Miller	Vp	1 Jan 2009	Other	5808947
Scott Alan Fiedler	Avp	1 Feb 2009	Other	1538937
Fernando Enrique Molinelli Wells	Avp	1 Feb 2009	Other	5812190
Glenn Philip Sapa	Vp	1 Apr 2009	Other	410815
Juliette Irene Decarteret	Avp	1 Apr 2009	Other	2957395
Craig Alan Pearlman	Vp	1 Jul 2009	Other	4456956
Martha Ann Spano	Svp	1 Aug 2009	Other	2078001
Clinton Scot Cary	Svp	1 Aug 2009	Other	2981561
Brad Joseph Sherfey	Avp	1 Oct 2009	Other	5808930
Allen Paul Scherlie	Svp	1 Oct 2009	Other	2346001
Grant Douglas Verhaeghe	Vp	1 Apr 2010	Other	4073354
Ademir Nmi Zeco	Avp	1 Apr 2010	Other	5808939

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Aon Corporation	100% owner	1 Aug 1986	75% - 100%	36-3051915

Based in Tampa

The principal office where Aon Investment Consulting Inc. performs its advisory services is located at 7650 W Courtney Campbell Causeway Suite 1000, Tampa, FL 33607, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-636-3000 or by fax 813-636-3075. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.