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.
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.
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.
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.
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.