100 Wilshire Blvd
Suite 500
Santa Monica, California 90401
Tel: 310-576-1270
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC. The firm was established in 06/14/2006. They have over 6 offices throughout the country.
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC is a Santa Monica, California based Financial Planning firm with nearly $198,110,444,376 assets under management, offering retirement planning & investment advisory services to 245 clients. The firm is staffed with 549 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 137432 |
SEC# | 801-66786 |
Assets Managed by Firm | $198,110,444,376 |
No. of Clients | 245 |
No. of Advisors | 549 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 245 | $198,110,444,376 |
High net worth individuals | 5 | $856,342,067 |
Pension and profit sharing plans | 7 | $2,297,972,978 |
Charitable organizations | Fewer than 5 clients | $289,913,176 |
Other investment advisers | Fewer than 5 clients | $246,710,123 |
Corporations or other businesses | 13 | $2,334,769,357 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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