2121 Avenue Of The Stars
Suite 2050
Los Angeles, California 90067
Tel: 310-595-2000
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$219,221,467,379 | 605 | 168 | |
$24,631,658,238 | 40 | 143 | |
$9,188,004,183 | 53044 | 418 | |
$7,825,588,486 | 19 | 70 | |
$1,879,594,055 | 1833 | 21 |
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