Allianz Private Client Services LLC is a large advisory firm based in New York. It manages $554.65 million of regulatory assets for 263 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Allianz Private Client Services provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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 Allianz Private Client Services LLC is $554.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% 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 Private Client Services 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.
The principal office where Allianz Private Client Services LLC performs its advisory services is located at 1345 Avenue Of The Americas, New York, NY 10105 The mailing address of the firm is 888 San Clemente Drive, Newport Beach, CA 92660. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (212) 739-3000 or by fax (212) 739-3948. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.