| Name | Title | Ownership | Since |
|---|---|---|---|
| Ausa Holding, LLC Control | Owner | Over 75% | 1991 |
| Brian Beitzel Control | Director, Chief Financial Officer | Under 5% | 2017 |
| Christina D Kramer Control | Chief Compliance Officer | Under 5% | 2022 |
Transamerica Financial Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Transamerica Financial Advisors, LLC reports 1,054 employees.
Transamerica Financial Advisors, LLC is based in Philadelphia, PA and has been SEC-registered since 1991.
Transamerica Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Two Liberty Place, 50 South 16th Street, Suite 3700, Philadelphia, PA 19102 |
| Phone | 770-248-3271 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 761908 |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $1.73B |
| Total (RAUM) | $1.73B |