Transamerica Retirement Advisors, LLC

RIASEC RegisteredEst. 1992

Total AUM

$18.8B

Discretionary

$8B

42% of AUM

Avg account

$88.5K

Accounts

212,722

Employees

398

Advisory reps

308

Firm details

Headquarters: Cedar Rapids, Iowa
CRD number: 107319
Registered since: December 16, 1992
Website: www.transamerica.com
Custodians: STATE SREET BANK AND TRUST COMPANY, AMERICAN TRUST CUSTODY, PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals92.66%
Pension & Profit Sharing Plans7.34%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Transamerica Retirement Advisors, LLC is a non-independent retail registered investment adviser organized as an LLC and operating since 1992. The firm serves both individual and institutional retirement clients, offering portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars and workshops. Its fee arrangements include percentage-of-AUM and fixed-fee engagements. The firm identifies as an active ESG investor and maintains a mix of advisory-related affiliations across broker-dealer, trust, insurance and real estate channels.