Allamerica Financial Investment Management Services, Inc. (Worcester)

Allamerica Financial Investment Management Services, Inc. is a large advisory firm based in Worcester. It manages $6.92 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001.

Allamerica Financial Investment Management Services provides portfolio management for investment companies 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.

Allamerica Financial Investment Management Services: assets under management

The assets under management (AUM) of Allamerica Financial Investment Management Services, Inc. is $6.92 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $6.92 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $384.54 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allamerica Financial Investment Management Services, Inc. for their services and products based on a percentage of assets under management and performance-based 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.

Careers at Allamerica Financial Investment Management Services, Inc.

J Kendall Huber has been acting as President since 1 Aug 2000. Mark Christopher Mcgivney joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Patrick Kavanaugh	Director & vice president	1 Feb 1998	Other	2794528
Richard Michael Reilly	Director and president	1 Feb 1998	Other	373503
George Morley Boyd	Secretary/clerk; counsel	1 Feb 1998	Other	1485768
Allmerica Financial Life Insurance And Annuity Company	Owner	1 Jul 1999	75% - 100%	43
Paul Thomas Kane	Chief compliance officer; vice pres	1 Feb 2000	Other	2993294
Mark Christopher Mcgivney	Treasurer	1 Mar 2000	Other	2788697
J Kendall Huber	Director	1 Aug 2000	Other	2068417

Based in Worcester

The principal office where Allamerica Financial Investment Management Services, Inc. performs its advisory services is located at 440 Lincoln St, Worcester, MA 01653, which is also the mailing address of the firm. The firm also has an office outside of the United States.