Allmerica Financial Investment Management Services, Inc. (Worcester)

Allmerica Financial Investment Management Services, Inc. is a large advisory firm based in Worcester. It manages $3.24 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2002.

Allmerica Financial Investment Management Services provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allmerica Financial Investment Management Services: assets under management

The assets under management (AUM) of Allmerica Financial Investment Management Services, Inc. is $3.24 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $359.44 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allmerica Financial Investment Management Services, 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.

Careers at Allmerica Financial Investment Management Services, Inc.

J Kendall Huber has been acting as President since 1 Aug 2000. Sheila Barbara St. Hilaire joined the executive team most recently as the Secretary/Clerk; Counsel; Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allmerica Financial Corporation	Owner	1 Oct 1995	75% - 100%	04-3263626
John Patrick Kavanaugh	Director & vice president	1 Feb 1998	Other	2794528
Richard Michael Reilly	Director and president	1 Feb 1998	Other	373503
George Morley Boyd	Secretary/clerk; counsel	1 Feb 1998	Other	1485768
Allmerica Financial Life Insurance And Annuity Company	Owner	1 Jul 1999	75% - 100%	43
Paul Thomas Kane	Chief compliance officer; vice pres	1 Feb 2000	Other	2993294
Mark Christopher Mcgivney	Treasurer	1 Mar 2000	Other	2788697
J Kendall Huber	Director	1 Aug 2000	Other	2068417
Edward J Parry	Director	1 Dec 2002	Other	2357663
John Patrick Kavanaugh	Director & president	1 Mar 2003	Other	2794528
Sheila Barbara St. Hilaire	Secretary/clerk; counsel; chief compliance officer	1 Aug 2005	Other	1462552

Based in Worcester

The principal office where Allmerica Financial Investment Management Services, Inc. performs its advisory services is located at 440 Lincoln St, Worcester, MA 01653, which is also the mailing address of the firm. The firm also has an office outside of the United States.