TRANSAMERICA Overview
Transamerica Financial Advisors Inc. is an investment advisor that manages 4.7 BN dollars in regulatory AUM and has 1867 employees, of which 1867 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/10 to 03/31/18. The fund's latest filing disclosed 677MM in positions, representing 14% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/10 to 03/31/18. The fund's latest filing disclosed 677MM in positions, representing 14% of the manager's regulatory AUM.
TRANSAMERICA StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TRANSAMERICA Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VV | 5.88% | ETF | 5.77% | 0.01% | 1 | 1% | ||
| BND | 3.93% | ETF | -0.52% | -0.09% | 0 | 3% | ||
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FEATURED IN
TRANSAMERICA Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William Harold Geiger | Director | April-2002 |
| Teresa Joan Rooney | Vice President And General Counsel | May-2011 |
| Franklyn John Wollett | Vice President, Secretary And Senior Counsel | July-2002 |
| Michael Emmett Scherrman | Vice President, Chief Operating Officer | September-2010 |
| George Chuwang Chuang | President | February-2015 |
| Seth David Miller | Chief Executive Officer | February-2015 |
| Dan Shane Trivers | Chief Supervisory Officer | January-2012 |
| William Hugh Jr. Mccauley | Vice President, Chief Financial Officer And Treasurer - Finop | April-2012 |
| Craig Junkins | Vice President And Chief Product Officer | January-2013 |
| Kevin Mearl Crist | Director | June-2012 |
| Bradley Owen Ackerman | Vice President, Interim Chief Compliance Officer, Ria | March-2015 |
| Aimee Francoeur Tesoro | Vice President Of Technology And Operations | September-2014 |
| Trisha Lynn Cram | Interim Chief Compliance Officer, Broker Dealer | March-2015 |
TRANSAMERICA Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
TRANSAMERICA Investment Strategy
ITEM 8 – CLIENT CONTACT WITH PORTFOLIO MANAGERS
Generally, you will not have any direct contact or consultation with your Portfolio Manager. At the Portfolio Manager’s discretion, he/she may waive this requirement.
ITEM 9 – ADDITIONAL INFORMATION
...
Unlock Full Investment Process Description
Generally, you will not have any direct contact or consultation with your Portfolio Manager. At the Portfolio Manager’s discretion, he/she may waive this requirement.
ITEM 9 – ADDITIONAL INFORMATION
...
Unlock Full Investment Process Description
TRANSAMERICA Portfolio Concentration
TRANSAMERICA Location
570 CARILLON PARKWAY
ST PETERSBURG, Florida
UNITED STATES, 33716-1202
ST PETERSBURG, Florida
UNITED STATES, 33716-1202
TRANSAMERICA Contact Information
Phone Number: 727-299-1800
Fax Number: 800-660-3702
Website: null
Fax Number: 800-660-3702
Website: null
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