Zurich Scudder Toshikomon, Inc. (Minato Ku,)

Name: Zurich Scudder Toshikomon, Inc.
Address: Kamiyacho Mori Bldg, Minato Ku,
Telephone: 011-813-5404-3600

Zurich Scudder Toshikomon, Inc. is an adviser based in Minato Ku,. It manages $1.24 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.

Zurich Scudder Toshikomon provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zurich Scudder Toshikomon: assets under management

The assets under management (AUM) of Zurich Scudder Toshikomon, Inc. is $1.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.52 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Zurich Scudder Toshikomon, 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 Zurich Scudder Toshikomon, Inc.

Edmond Dennis Villani has been acting as President since 1 Mar 1991. Anthony Moody joined the executive team most recently as the Chairman & Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Zurich Scudder Investments	Direct owner	1 Feb 1988	75% - 100%	104518
Edmond Dennis Villani	Director	1 Mar 1991	Other	715215
Lynn Sumner Birdsong	Chairman & director	1 Jun 1996	Other	870731
Kathryn Loretta Quirk	Director	1 Dec 1996	Other	2094907
Hiromitsu Kunita	President & representative director	1 Feb 2000	Other	4386847
Takaaki Takeuchi	Representative director & vice president	1 Jun 2000	Other	4411984
Gregory Brian Ballard	Auditor	1 Apr 2001	Other	4355017
Anthony Moody	Chairman & director	1 Aug 2001	Other	4359457

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Zurich Insurance Company	Indirect owner	1 Dec 1997	75% - 100%	36-1999760
Zurich Holding Company Of America	Indirect owner	1 Dec 1997	75% - 100%	36-3096373
Zki Holding Corporation	Indirect owner	1 Dec 1997	25% - 50%	foreign
Allied Zurich Plc	Indirect owner	1 Sep 1998	25% - 50%	foreign
Zurich Group Holding	Indirect owner	1 Sep 1998	75% - 100%	foreign
Zurich Financial Services	Indirect owner	1 Oct 2000	75% - 100%	foreign

Based in Minato Ku,

The principal office where Zurich Scudder Toshikomon, Inc. performs its advisory services is located at Kamiyacho Mori Bldg, Minato Ku,, The mailing address of the firm is 345 Park Avenue, New York, NY 10154. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-813-5404-3600. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.zurichscudder.co.jp.