Wrl Investment Management Inc (St Petersburg)

Wrl Investment Management Inc is a large advisory firm based in St Petersburg. It manages $11.15 billion of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2001.

Wrl Investment Management 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.

Wrl Investment Management: assets under management

The assets under management (AUM) of Wrl Investment Management Inc is $11.15 billion. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wrl Investment Management Inc for their services and products based on a percentage of assets under management. 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 Wrl Investment Management Inc

Jerome Charles Vahl has been acting as President since 1 Nov 1999. John Kinnley Carter joined the executive team most recently as the Vice President, Counsel, Compliance Officer & Assistant Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Raymond Kenney	Chairman, president & director	1 Sep 1996	Other	267984
Alan Martin Yaeger	Director	1 Sep 1996	Other	1254313
Western Reserve Life Assurance Company Of Ohio	Sole owner of applicant	1 Sep 1996	75% - 100%	43-1162657
Kim Denise Day	Vice president & treasurer	1 Sep 1997	Other	3100663
William Harold Geiger	Secretary	1 Dec 1997	Other	2073269
Allan John Hamilton	Vice president & controller	1 Sep 1998	Other	4361570
Jerome Charles Vahl	Director	1 Nov 1999	Other	1296288
John Kinnley Carter	Vice president, counsel, compliance officer & assistant secretary	1 Apr 2000	Other	2419234

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Aegon Nv	Owner	1 Feb 1991	75% - 100%	foreign
First Ausa Life Insurance Company	Owner	1 Feb 1991	75% - 100%	00-0000000
Aegon U.S. Holding Corporation	Owner	1 Feb 1991	75% - 100%	13-3350744
Aegon International N.V.	Owner	1 Feb 1991	75% - 100%	foreign
Transamerica Holding Company	Owner	1 Oct 1999	75% - 100%	42-1496490
Inc Aegon Usa	Owner	1 Oct 1999	75% - 100%	42-1310237

Based in St Petersburg

The principal office where Wrl Investment Management Inc performs its advisory services is located at 570 Carillon Pkwy, St Petersburg, FL 33716, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 727-299-1800 or by fax 727-299-1641. The normal business hours are 8am to 7pm on Monday - Friday.