Transamerica Asset Management, Inc
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Overview
Transamerica Asset Management, Inc operates as a financial advisory company headquartered in Denver, Colorado. The company handles $63.5 billion in assets under management throughout 136 customer accounts, placing it among the largest firms in the nation by assets under management (AUM). Transamerica Asset Management, Inc has an average-sized group, including 8 financial advisors. Transamerica Asset Management, Inc is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets like options, bonds and stocks.
Transamerica Asset Management, Inc manages more than half of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments are made by a portfolio manager without requiring the customer's authorization. The company also oversees 28 non-discretionary accounts totaling $1.1 billion in assets. The firm manages about $467.0 million in assets for each customer account. The typical financial advisor at Transamerica Asset Management, Inc administers around 17 client accounts, placing it among the more personalized firms in the country.
The company's main office is at 1801 California Street, Denver, Colorado 80202. The company is legally registered to serve customers in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Transamerica Asset Management, Inc by the Numbers
$63.5 billion
59
136
$467.0 million
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by the company most likely are comprised of the following fee types: asset-based or fixed. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Transamerica Asset Management, Inc provides services to investment companies, pooled investment vehicles and insurance companies. Out of its 136 customers, Transamerica Asset Management, Inc's biggest client is investment companies. Just 1% of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Transamerica Asset Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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