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.
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 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.
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.
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.
You can reach the main office by calling the phone number 508-855-1000 or by fax 508-855-3523. The normal business hours are 8am - 5pm on Monday - Friday.