Allianz Of America Inc (Westport)
Allianz Of America Inc is a large advisory firm based in Westport. It manages $27.98 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Allianz Of America provides portfolio management for pooled investment vehicles. 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 Of America: assets under management
The assets under management (AUM) of Allianz Of America Inc is $27.98 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Allianz Of America 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.
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Westport
The principal office where Allianz Of America Inc performs its advisory services is located at 55 Greens Farms Rd, Westport, CT 06881 5160, 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 203-221-8500 or by fax 203-221-4933. The normal business hours are 8:00am-5:00pm est on Monday - Friday. You can find more information about the New York firm at www.azoa.com.
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