Transamerica Asset Management, Inc.
$129M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$14.0M
$14.0M
2022
2023
Same-firm comparison: 1 firms that reported Transamerica Asset Management, Inc. in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Straightline Group, Llc | $115M | $1.1B | 10.3% | 03/29/2024 |
| Beyond Wealth Management Group, Llc | $14.0M | $65.6M | 21.3% | 03/11/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.