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| Happy Holidays!! thanks for using AUM13F!! |
| Transamerica Financial Advisors LLC
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| CRD # | 16164 |
| SEC # | 801-38618 |
| CIK # | 0001502149, 0000761908 |
| AUM | $1.7 B (2025-05-15) |
| Employees | 1,054 (100% Investors, 98% Brokers) |
| Phone | 770-248-3271 |
| Address | Two Liberty Place Philadelphia, PA 19102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001502149 0000761908 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.4 | ||
| Microsoft Corp | 9.2 | ||
| Facebook Inc | 8.5 | ||
| Alcoa Inc | 8.3 | ||
| Broadcom Inc | 7.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41,269 | 1.4 |
| (b) Individuals (high net worth individuals) | 980 | 0.3 |
| (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 | 47 | 0.0 |
| (h) Charitable organizations | 12 | 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 | 53 | 0.0 |
| (n) Other | 79 | 0.0 |
| Total | 42,440 | 1.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 42,440 | 1.7 |
| Total | 42,440 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 42,440 | 1.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001502149] |
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|---|---|---|
|
Clayton Financial Group LLC
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MO | 1.7 |
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World Investments Inc
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NJ | 1.7 |
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Cherry Creek Family Offices LLC
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CO | 1.7 |
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The Harbor Group Inc
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NH | 1.7 |
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Independence Asset Advisors LLC
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PA | 1.7 |
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Corda Investment Management LLC
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TX | 1.7 |
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Conservest Capital Advisors Inc
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PA | 1.7 |
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Landaas & Company LLC
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WI | 1.7 |
|
Novare Capital Management
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NC | 1.7 |
|
Atwood & Palmer Inc
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MO | 1.7 |