RIA Intel›Advisers›California›TRANSAMERICA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

Advisory

LOS ANGELES, CA

Data as of Apr 20, 2009 · Source: SEC Form ADV

Total AUM
$446M
1-Year AUM Growth
-22.6%
3-Year CAGR
-6.6%
Employees
0
Assets Under Management
Total AUM$446M
Discretionary AUM$80M
Non-Discretionary AUM$366M
Discretionary %17.9%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record55
First FilingMar 19, 2001
Latest FilingApr 20, 2009
🔒 Full AUM trend chart and 55 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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