Transamerica Financial Resources, Inc. is a large advisory firm based in Los Angeles. It manages $220 million of regulatory assets for 900 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 29 other states.
Transamerica Financial Resources provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Transamerica Financial Resources, Inc. is $220 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Transamerica Financial Resources, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald Franklin Wagley has been acting as President since 1 Apr 1994. Naomi Anne Nagy joined the executive team most recently as the Vice President.
The principal office where Transamerica Financial Resources, Inc. performs its advisory services is located at 1150 S Olive St, Los Angeles, CA 90015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-741-7702 or by fax 213-742-2610. The normal business hours are 6:30a.m.-5:00p.m. on Monday - Friday.