Allianz Investment Management LLC
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Overview
Allianz Investment Management LLC operates as a financial advisor firm based in Minneapolis, Minnesota. Allianz Investment Management LLC administers $17.5 billion in assets across 57 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). Allianz Investment Management LLC has an average-sized team, including 15 financial advisors. Allianz Investment Management LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, options and equities.
Allianz Investment Management LLC administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions without needing to seek client consent. Allianz Investment Management LLC's typical account size is $306.6 million. The typical financial advisor at Allianz Investment Management LLC administers around four client accounts, making it one of the most individualized advisor firms in the country.
The firm's headquarters is located at 5701 Golden Hills Drive, Minneapolis, Minnesota 55416-1297. The company is legally permitted to serve investors in the state of Minnesota.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Allianz Investment Management LLC by the Numbers
$17.5 billion
68
57
$306.6 million
Fee Structure
Fees charged by financial advisors typically are based on the type of services offered. Fee types billed by Allianz Investment Management LLC most likely consist of any combination of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
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
Allianz Investment Management LLC caters to investment companies and pooled investment vehicles. Out of its 57 customers, Allianz Investment Management LLC's largest client is investment companies. Just 4% of the company's customers reside abroad.
- 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
Allianz Investment Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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