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Transamerica Retirement Advisors, LLC

● SEC registered since 1992CRD 107319SEC# 801-42910Cedar Rapids, IA
Export (members)
Reg. AUM
$16.16B
Employees
383
Accounts
212,836
Location
Cedar Rapids, IA

Transamerica Retirement Advisors, LLC assets under management

Transamerica Retirement Advisors, LLC is a registered investment adviser overseen by the SEC based in Cedar Rapids, IA. The firm has been registered since 1992. It reports $16.2 billion in regulatory assets under management and employs 383 people.
www.transamerica.comView on SEC.gov ↗

Transamerica Retirement Advisors, LLC owners & executives

10 reported
NameTitleOwnershipSince
Enna Maria Calvi ControlTreasurerUnder 5%2024
Gregg William Holgate ControlManagerUnder 5%2024
Jay Allen Hewitt ControlVice President And ManagerUnder 5%2016
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Frequently asked questions

How much does Transamerica Retirement Advisors, LLC manage?

Transamerica Retirement Advisors, LLC reports $16.2 billion in regulatory assets under management on its Form ADV.

How many employees does Transamerica Retirement Advisors, LLC have?

Transamerica Retirement Advisors, LLC reports 383 employees.

Where is Transamerica Retirement Advisors, LLC located?

Transamerica Retirement Advisors, LLC is based in Cedar Rapids, IA and has been SEC-registered since 1992.

Does Transamerica Retirement Advisors, LLC disclose fund performance?

Transamerica Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6400 C Street SW, Cedar Rapids, IA 52499
Phone866-368-0566
Office hours9:00 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$7.11B
Non-discretionary$9.05B
Total (RAUM)$16.16B