TRANSAMERICA FINANCIAL ADVISORS, LLC

Two Liberty Place
50 South 16th Street
Philadelphia, Pennsylvania 19102
Tel: 727-299-1800

About TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC, formally registered with the SEC as TRANSAMERICA FINANCIAL ADVISORS, LLC. The firm was established in 05/16/1991. They have over 277 offices throughout the country.

TRANSAMERICA FINANCIAL ADVISORS, LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $1,619,430,178 assets under management, offering retirement planning & investment advisory services to 45001 clients. The firm is staffed with 1127 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	16164
SEC#	801-38618
Assets Managed by Firm	$1,619,430,178
No. of Clients	45001
No. of Advisors	1127

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	45001	$1,619,430,178
Individuals (other than high net worth individuals)	43848	$1,333,300,126
High net worth individuals	946	$242,811,122
Pension and profit sharing plans	50	$28,992,548
Charitable organizations	15	$6,671,964
Corporations or other businesses	57	$4,648,685

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