American Skandia Investment Services, Inc. is a large advisory firm based in Shelton. It manages $34.59 billion of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 8 other states.
American Skandia Investment Services provides portfolio management for investment companies and pension consulting 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.
The assets under management (AUM) of American Skandia Investment Services, Inc. is $34.59 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay American Skandia Investment Services, Inc. for their services and products based on a percentage of assets under management. 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.
Deborah Gorman Ullman has been acting as President since 1 Jul 1999. Valerie Simpson joined the executive team most recently as the Vice President And Chief Compliance Officer.
The principal office where American Skandia Investment Services, Inc. performs its advisory services is located at One Corporate Drive, Shelton, CT 06484, which is also the mailing address of the firm. An additional office of the firm is in Newark, NJ. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 203-926-1888 or by fax 203-402-3253. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.americanskandia.com.