Back to top

Overview

Articles

Insights

See all insights
    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on Jan. 7, 2016
      • $5.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 22K
        Accounts
      • $243.7K
        Estimated Average Account Balance

    Services

    Firm Services

    • Financial Planning

    • Pension Consulting

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    1,464

    name start date
    James C. Sexton III, CFP®, CFS
    August 2009
    Michael Taylor Silverio
    January 2011
    James L. Butler
    September 2001
    Kathleen Helen Williams
    August 2002
    Clifford Anthony Downie
    June 2013

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Aig Global Capital Markets Securities, LLC Broker-Dealer --
      American General Life Insurance Company -- --
      Fsc Agency, Inc -- --
      Royal Alliance Associates, Inc. Dual Registrant $3,902,923,992
      SagePoint Financial, Inc. Dual Registrant $3,982,167,079
      Sunamerica Asset Management, LLC IAR $58,494,438,817
      Aig Capital Services, Inc. Broker-Dealer --
      Sunamerica Trust Company -- --
      The Variable Annuity Life Insurance Company IAR $28,275,804,604
      United States Life Insurance Company In The City of New York -- --
      VALIC Financial Advisors, Inc. Dual Registrant $21,671,758,227
      Vision2020 Wealth Management Corp. IAR $1,471,956,910
      Woodbury Financial Services, Inc. Dual Registrant $2,469,117,198

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Inger Wilson Fields Vice President, Treasurer And Finop May, 1999 less than 5%
        Noah David Sorkin Executive Vice President, General Counsel And Secretary December, 2008 less than 5%
        Jerome John Murphy Director, Chief Executive Officer, President August, 2011 less than 5%
        Erica Maja Mcginnis Director, Chairperson October, 2013 less than 5%
        Robert John Guldner Chief Compliance Officer, Investment Advisory August, 2014 less than 5%
        John Joseph Dillon Vice President, Chief Compliance Officer January, 2015 less than 5%
        Matthew Adam Schlueter Director, Chief Operations Officer, Evp May, 2015 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Commissions