Allianz Life Financial Services, Llc
$33.0M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$17.9M
$44.3M
2019
2022
Same-firm comparison: 1 firms that reported Allianz Life Financial Services, Llc in both FY2021 and FY2022 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. No matched data for FY2017, FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| L.D. Lowe Wealth Advisory, Inc. | $17.9M | $114M | 15.7% | 03/23/2023 |
| Aspire Wealth Management, Llc | $15.1M | $138M | 10.9% | 03/21/2023 |
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.