Voya Investments, LLC is an investment adviser to an investment company based in Scottsdale. It manages $81.8 billion of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Arizona.
Voya Investments provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. 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 Investments, LLC is $81.8 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 51% since the beginning of its operation, and $465.99 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Voya Investments, LLC for their services and products based on a percentage of assets under management and performance-based 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 investment companies and pooled investment vehicles. The largest group of clients of Shaun Patrick Mathews is investment companies with 151 clients and $81.8 billion of assets under management. Among the 7 most similar advisory firms, Voya Investments has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $81.8 billion for 156 clients. 3% of the firm’s clients are foreign persons or businesses.
Voya Investments also advises several private funds. Namely, five securitized asset funds.
The company employs 135 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 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.
Shaun Patrick Mathews has been acting as President since 1 Mar 2006. Michael Allyn Bell joined the executive team most recently as the Director And Chief Executive Officer.
The principal office where Voya Investments, LLC performs its advisory services is located at 7337 E. Doubletree Ranch Road, Scottsdale, AZ 85258 2034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-477-3000 or by fax 480-477-2744. The normal business hours are 7:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at investments.voya.com.