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SSI INVESTMENT MANAGEMENT LLC
2121 Avenue Of The Stars
Suite 2050
Los Angeles, California 90067
Tel: 310-595-2000
About SSI INVESTMENT MANAGEMENT LLC
SSI INVESTMENT MANAGEMENT LLC, formally registered with the SEC as SSI INVESTMENT MANAGEMENT LLC. The firm was established in 01/31/1975. They have over 1 offices throughout the country.
SSI INVESTMENT MANAGEMENT LLC is a Los Angeles, California based Financial Planning firm with nearly $1,999,746,000 assets under management, offering retirement planning & investment advisory services to 88 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104889 |
| SEC# | 801-10544 |
| Assets Managed by Firm | $1,999,746,000 |
| No. of Clients | 88 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 88 | $1,999,746,000 |
| Individuals (other than high net worth individuals) | 24 | $421,650,000 |
| High net worth individuals | 5 | $26,088,000 |
| Pension and profit sharing plans | 24 | $303,641,000 |
| Charitable organizations | 8 | $62,106,000 |
| Corporations or other businesses | 1 | $2,180,000 |
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