Allianz Investment Management LLC (Minneapolis)

Allianz Investment Management LLC is a large advisory firm based in Minneapolis. It manages $144.8 billion of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2008.

Allianz Investment Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allianz Investment Management: assets under management

The assets under management (AUM) of Allianz Investment Management LLC is $144.8 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1682% since the beginning of its operation, and $6.1 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $144.8 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $998.63 million each.

Investments

The firm invests in pooled investment vehicles the most. They account for 15% of the total AUM. The second-largest asset type is other assets, which make up 13% of the firm’s portfolio. Investments in state and local bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allianz Investment Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael Davis Scriver serves?

The firm provides services to insurance companies, investment companies, and corporations or other businesses. The largest group of clients of Michael Davis Scriver is insurance companies with 11 clients and $126.89 billion of assets under management. Among the 8 most similar advisory firms, Allianz Investment Management has the highest percentage of insurance companies out of all clients.

The amount of regulatory assets under management is $144.8 billion for 49 clients. 4% of the firm’s clients are foreign persons or businesses.

Allianz Investment Management doesn't advise any private funds.

Careers at Allianz Investment Management LLC

The company employs 96 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael Davis Scriver has been acting as President since 1 Jul 2011. Todd Lewis Spicer joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allianz Life Insurance Company Of North America	Member	1 Mar 2001	75% - 100%	41-1366075
Stephen Gerard Simon	Chief compliance officer	1 Oct 2004	Other	4871134
Jeffrey Walter Kletti	Ceo, president and director	1 Apr 2005	Other	1674658
Brian James Muench	Vice president, director	1 Aug 2006	Other	2705076
Henry Bernt Von Ohlen	Chief legal officer, secretary	1 Nov 2006	Other	4219234
Angela May Wilson	Vice president, director	1 Nov 2006	Other	2584386
William Edward Gaumond	Vice president, director	1 Nov 2006	Other	5294073
Sam Rao Somuri	Director	1 Jun 2008	Other	1903447
Brian James Muench	President, director	1 Nov 2010	Other	2705076
Marc Bernard Olson	Vice president, chief financial officer, treasurer, director	1 Nov 2010	Other	5900024
Marc Olson	Vice president, chief financial officer, treasurer, director	1 Nov 2010	Other	5900024
Michael Davis Scriver	Director	1 Jul 2011	Other	5954641
Erik Theodore Nelson	Chief legal officer, secretary	1 Jul 2011	Other	5954872
Todd Michael Hedtke	Director	1 Jul 2011	Other	2737516
Andreas Josef Graser	Director	1 Jul 2011	Other	5955220
Edouard Francois Jozan	Director	1 Jul 2011	Other	5954637
Alexander None Zehren	Director	1 Jul 2011	Other	5954806
Thiemo Bernhard Krink	Director	1 Jul 2011	Other	5955098
Carsten None Quitter	Director	1 Dec 2011	Other	6011076
William Edward Gaumond	Director	1 Sep 2013	Other	5294073
Christopher Richard Pheiffer	Chief compliance officer	1 Feb 2014	Other	3177760
Jeff Paul Pruitt	Chief compliance officer	1 Aug 2014	Other	2455635
Nicole Ann Scanlon	Vice president, chief financial officer, treasurer, director	1 Jul 2015	Other	4142983
Christopher Edward Francis Chambs	Vice president, chief financial officer, treasurer, director	1 Jan 2016	Other	6608967
Christopher Richard Pheiffer	Chief compliance officer	1 Aug 2016	Other	3177760
Walter Rex White	President & chief executive officer, governor	1 Mar 2017	Other	2532002
Rosanne Lea Kropp	Managing director, investment strategy	1 Mar 2017	Other	4481740
Tobias Fritsch	Chief operating officer and managing director	1 May 2017	Other	6811744
Todd Lewis Spicer	Chief compliance officer	1 Jun 2017	Other	6716234

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Allianz Societas Europaea	Shareholder	1 Jun 1976	75% - 100%	98-0122343
Inc. Allianz Of America	Shareholder	1 Nov 1979	75% - 100%	13-2883190
Allianz Societas Europaea	Shareholder	1 Jun 2012	75% - 100%	98-0122343
Allianz Europe B.V.	Shareholder	1 Jun 2012	75% - 100%	foreign

Based in Minneapolis

The principal office where Allianz Investment Management LLC performs its advisory services is located at 5701 Golden Hills Drive, Minneapolis, MN 55416 1297 The mailing address of the firm is 5701 Golden Hills Drive, Minneapolis, MN 55416 1297. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 763-765-6500 or by fax 763-765-6355. The normal business hours are 8:00am to 5:00pm on Monday - Friday.