Overview

Assets Under Management: $208.8 billion
Headquarters: SANTA MONICA, CA

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Clients


Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.19
Total Client Accounts: 220
Discretionary Accounts: 213
Non-Discretionary Accounts: 7

Regulatory Filings

CRD Number: 137432
Last Filing Date: 2024-12-03 00:00:00
Website: https://guggenheimpartners.com