Allianz Global Investors Solutions LLC is a large advisory firm based in San Diego. It manages $281.66 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California and New York.
Allianz Global Investors Solutions provides portfolio management for investment companies, portfolio management for businesses and institutional clients, and research and 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 Allianz Global Investors Solutions LLC is $281.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1465% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Allianz Global Investors Solutions LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Charles Sexauer has served as the Chief Investment Officer since 1 Jun 2008 and Edward Blake Moore is the Chief Executive Officer of Allianz Global Investors Solutions LLC family office. Allianz Finanbeteiligungs Gmbh joined the executive team most recently as the Stockholder.
The principal office where Allianz Global Investors Solutions LLC performs its advisory services is located at 600 West Broadway, San Diego, CA 92101, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-687-2799 or by fax 619-687-2700. The normal business hours are 6:00 am to 4:00 pm pst on Monday - Friday.