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Allianz Private Client Services LLC (New York)


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.

Allianz Private Client Services: assets under management

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 firm manages $554.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.11 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 22 indirect owners.

Name Entity Date acquired Ownership Employer ID
Allianz Paclife Partners Llc General partner 1 May 2000 Other 33-0915825
Adam U.S. Holding Llc Member 1 May 2000 25% - 50% 95-1079000
Pacific Asset Management Llc Member 1 May 2000 25% - 50% 95-1079000
Pacific Life Insurance Company Member 1 May 2000 75% - 100% 95-1079000
Pacific Mutual Holding Company Sole stockholder 1 May 2000 75% - 100% 33-0769202
Allianz Ag Sole stockholder 1 May 2000 75% - 100% 00-0000000
Allianz Aktiengesellschaft Sole stockholder 1 May 2000 75% - 100% 98-0122343
Allianz Dresdner Asset Management Of America L.P. Member 1 Jul 2001 75% - 100% 06-1349805
Allianz Dresdner Asset Management Of America Llc Member 1 Jul 2001 75% - 100% 06-1605361
Inc. Allianz Of America Member 1 Jul 2001 75% - 100% 13-3412614
Munchner Ruckversicherungs Gesellschaft Ag Shareholder 1 Jul 2001 25% - 50% 00-0000000
Allianz Global Investors Of America L.P. Member 1 Jul 2001 75% - 100% 06-1349805
Allianz Global Investors Of America Llc Member 1 Jul 2001 75% - 100% 06-1605361
Allianz Dresdner Asset Management Of America Llc Unitholder 1 Jan 2002 25% - 50% 06-1605361
Allianz Global Investors Of America Llc Unitholder 1 Jan 2002 25% - 50% 06-1605361
Pacific Life Insurance Company Member 1 Jan 2003 25% - 50% 95-1079000
Allianz Dresdner Asset Management Of America Holdings Inc. Managing member 1 Jan 2003 Other 43-1993556
Allianz Dresdner Asset Management Gmbh Stockholder 1 Jan 2003 75% - 100% 00-0000000
Allianz Aktiengesellschaft Stockholder 1 Jan 2003 75% - 100% 98-0122343
Allianz Dresdner Asset Management Aktiengesellschaft Stockholder 1 Jan 2003 75% - 100% 00-0000000
Allianz Global Investors Of America Holdings Inc. Managing member 1 Jan 2003 Other 43-1993556
Allianz Global Investors Aktiengesellschaft Stockholder 1 Jan 2003 75% - 100% 00-0000000

Based in New York

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.


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