Aig Retirement Advisors, Inc. (Houston)


Aig Retirement Advisors, Inc. is a large advisory firm based in Houston. It manages $5.92 billion of regulatory assets for 306,200 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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Aig Retirement Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for approximately 15,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aig Retirement Advisors: assets under management

The assets under management (AUM) of Aig Retirement Advisors, Inc. is $5.92 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.92 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.35 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aig Retirement Advisors, Inc. for their services and products based on a percentage of assets under management, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Aig Life Holdings (Us) Shareholder 1 Aug 1968 75% - 100% 74-0483432
Inc. Aig Life Holdings (Us) Shareholder 1 Jan 1969 75% - 100% 74-0483432
Agc Life Insurance Company Shareholder 1 Jan 1969 75% - 100% 76-0030921
American General Life Insurance Company Shareholder 1 Dec 1991 75% - 100% 25-0598210
Inc American International Group Shareholder 1 Aug 2001 75% - 100% 13-2592361

Based in Houston

The principal office where Aig Retirement Advisors, Inc. performs its advisory services is located at 2929 Allen Pkwy; L4 01, Houston, TX 77019 The mailing address of the firm is Po Box 3206, Houston, TX 77253. An additional office of the firm is in Phoenix, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-737-2650 or by fax 713-831-5931. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.aigretirement.com.