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| Transamerica Financial Advisors Inc
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| |
|---|---|
| CRD # | 16164 |
| SEC # | 801-38618 |
| CIK # | 0001502149, 0000761908 |
| AUM | $1.6 BB (2024-08-28) |
| Employees | 1,127 (100% Investors, 98% Brokers) |
| Phone | 727-299-1800 |
| Address | 570 Carillon Parkway St Petersburg, FL 33716-1202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 0.0 | |
| LLY | 301,789.7 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| ETN | 51,598.7 | 0.0 | |
| COST | 207,576.9 | 0.0 | |
| META | 434,852.0 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43,848 | 1.3 |
| (b) Individuals (high net worth individuals) | 946 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 0.0 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 57 | 0.0 |
| (n) Other | 85 | 0.0 |
| Total | 45,001 | 1.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 45,001 | 1.6 |
| Total | 45,001 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 45,001 | 1.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001502149] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Quadrant Private Wealth Management LLC
✚
|
PA | 1.6 |
|
Keebeck Partners LLC
✚
|
IL | 1.6 |
|
Kiley Juergens Wealth Management LLC
✚
|
WA | 1.6 |
|
AMI Asset Management Corp
✚
|
CA | 1.6 |
|
Crewe Advisors LLC
✚
|
UT | 1.6 |
|
Pembroke Management Ltd
✚
|
1.6 | |
|
Nadler Financial Group Inc
✚
|
IL | 1.6 |
|
Moody Lynn Lieberson & Walker LLC
✚
|
MA | 1.6 |
|
Private Wealth Asset Management LLC
✚
|
NE | 1.6 |
|
Greenline Partners LLC
✚
|
NY | 1.6 |