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.
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 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.
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.
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.
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.