Aviva Investors North America, Inc. is a large advisory firm based in Chicago. It manages $241.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Illinois.
Aviva Investors North America provides portfolio management for businesses and institutional clients. 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 Aviva Investors North America, Inc. is $241.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aviva Investors North America, Inc. for their services and products based on a percentage of assets under management, fixed fees, 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.
Mark Volney Heitz has been acting as President since 1 Jun 1998. Patrick J O'brien joined the executive team most recently as the President, Chief Executive Officer.
The principal office where Aviva Investors North America, Inc. performs its advisory services is located at 225 W. Wacker Drive, Chicago, IL 60606, 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 312-873-5800 or by fax 312-276-4464. The normal business hours are 8:00am -5:00pm on Monday - Friday. You can find more information about the New York firm at www.avivainvestors.com.