Mony Life Insurance Co is a large advisory firm based in New York. It manages $1.38 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.
Mony Life Insurance provides portfolio management for pooled investment vehicles and market timing 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 Mony Life Insurance Co is $1.38 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% 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 Mony Life Insurance Co 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.
David M Thomas has been acting as President since 1 Apr 2002. John Clayton Norton joined the executive team most recently as the Chief Compliance Officer.
The principal office where Mony Life Insurance Co performs its advisory services is located at 1290 Avenue Of The Americas, New York, NY 10104, 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 212-554-1234. The normal business hours are 8:30am to 4:45pm on Monday - Friday. You can find more information about the New York firm at mony.com.