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GUGGENHEIM INVESTMENTS
227 West Monroe Street
7th Floor
Chicago, Illinois 60606
Tel: 312-827-0100
About GUGGENHEIM INVESTMENTS
GUGGENHEIM INVESTMENTS, formally registered with the SEC as GUGGENHEIM INVESTMENTS. The firm was established in 11/17/2003. They have over 4 offices throughout the country.
GUGGENHEIM INVESTMENTS is a Chicago, Illinois based Financial Planning firm with nearly $3,307,434,836 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129288 |
| SEC# | 801-62515 |
| Assets Managed by Firm | $3,307,434,836 |
| No. of Clients | 3 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $3,307,434,836 |
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