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INVESSENT, LLC

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INVESSENT, LLC

New York
Branch

Summary

Pension Funds | Trusts, Estates, and Agency Accounts

Industry

Profile

Incorporate State: New York | Since: | Main/Branch: Branch | Profile views: 11

Address

State: New York | County: Monroe | City: Rochester | Address: 1 S. WASHINGTON STREET, SUITE 130 | ZIP Code: 14614-1135 | Map URL: 1 S. WASHINGTON STREET SUITE 130 ROCHESTER NY 14614-1135

Classification

Description

Pension Funds

This category includes legal entities (i.e., funds, plans, and/or programs) organized to provide retirement income benefits exclusively for the sponsor's employees or members.

Illustrative Examples:

Employee benefit plans
Retirement plans
Pension funds and plans

Trusts, Estates, and Agency Accounts

This category includes legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.

Illustrative Examples:

Bankruptcy estates
Private estates (i.e., administering on behalf of beneficiaries)
Personal investment trusts
Testamentary trusts

Contact

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