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SSI INVESTMENT MANAGEMENT LLC

2121 Avenue Of The Stars
Suite 2050
Los Angeles, California 90067
Tel: 310-595-2000

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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 StatusApproved
Firm CRD#104889
SEC#801-10544
Assets Managed by Firm$1,999,746,000
No. of Clients88
No. of Advisors27

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 ClientsAUM
Firm Total88$1,999,746,000
Individuals (other than high net worth individuals)24$421,650,000
High net worth individuals5$26,088,000
Pension and profit sharing plans24$303,641,000
Charitable organizations8$62,106,000
Corporations or other businesses1$2,180,000

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