Ameriprise 2007 Annual Report Download - page 7

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Key Metrics
2
.8 million retail, institutional and business clients
$480 billion in owned, managed and administered asset
s
11
,800
advisor
s
8
,75
0
emplo
y
ees
3
,
600 U.S. advisor offi ces
U.S. and International
p
resenc
e
Advice &
The
l
eader in
fi
nancial planning
1
Wealth
T
hird lar
g
est advisor
f
orce in the U.S.
2
Management
L
ar
g
est mutual
f
und advisory pro
g
ra
m
i
n
assets
3
C
apabilities:
fi
nancial plannin
g
, wealth mana
g
ement,
brokerage, banking and trus
t
Asset
$
287 billion in mana
g
ed asset
s
Management U.S./International balanc
e
Retail ca
p
abilities: mutual funds, se
p
arate accounts
a
n
d
Advice-Built
solutions
t
I
nst
i
tut
i
ona
l
capa
bili
t
i
es: separate accounts, su
b
a
d
v
i
sor
y
and alternative investment
s
Annuities $72 billion in annuit
y
account values
Ni
nt
h
l
ar
g
est var
i
a
bl
e annu
i
ty prov
id
e
r
4
C
a
p
abilities: variable and
fi
xed annuities
Protection $187 billion in life insurance inforce
Leading Variable Universal Li
f
e Insurance provider in sale
s
5
Capabilities: li
f
e, health, and auto & home insuranc
e
Ameri
p
rise Financial 2007 Annual Re
p
ort 5
Snapshot
1. Based on the number of fi nancial plans annually disclosed in Form ADV, Part 1A, Item 5, as of Dec. 31, 2006 and the number
of CERTIFIED FINANCIAL PLANNER™ professionals documented by the Certifi ed Financial Planner Board of Standards, Inc.
2. Investment News—Top independent broker-dealers ranked by number of reps—Jan. 28, 2008 issue
3. Cerulli Associates, through third quarter 2007
4. Morningstar Annuity Research Center, through third quarter 2007
5. Tillinghast Towers Perrin Value™ Survey, through third quarter 2007—No. 1 in number of policies sold and No. 4 in total
premiums
All data as of Dec. 31, 2007, except as noted.