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GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC

100 Wilshire Blvd
Suite 500
Santa Monica, California 90401
Tel: 310-576-1270

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About GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#137432
SEC#801-66786
Assets Managed by Firm$198,110,444,376
No. of Clients245
No. of Advisors549

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other(CONSULTING)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total245$198,110,444,376
High net worth individuals5$856,342,067
Pension and profit sharing plans7$2,297,972,978
Charitable organizationsFewer than 5 clients$289,913,176
Other investment advisersFewer than 5 clients$246,710,123
Corporations or other businesses13$2,334,769,357

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