Overview
Assets Under Management: $208.8 billion
Headquarters: SANTA MONICA, CA
Frequently Asked Questions
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137432), GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC is headquartered in SANTA MONICA, CA.
According to their SEC Form ADV, GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC manages $208.8 billion in client assets according to their SEC filing dated December 03, 2024.
According to their SEC Form ADV, GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
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