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Pamela Guggenheim

&partners
36 Years of Experience
Columbus, OH
2 DisclosuresBroker
View SEC Summary
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Pamela Guggenheim is a registered investment advisor at &partners, based in Columbus, OH, with 36 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.

&partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4249 Easton Way, Ste 215, Columbus, OH, 43219

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2013
Denied
Customer Dispute
March 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
&partnersBroker
May 2025 - Present · 1 yr 5 mos
&partners
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2011 - June 2025 · 14 yrs 4 mos
Wells Fargo Advisors
February 2011 - June 2025 · 14 yrs 4 mos
UBS Financial Services INC.Broker
February 2007 - February 2011 · 4 yrs
UBS Financial Services INC.
February 2007 - February 2011 · 4 yrs
Mcdonald Investments INC.Broker
May 1999 - February 2007 · 7 yrs 9 mos
Mcdonald Investments INC.
May 1999 - February 2007 · 7 yrs 9 mos
Key Investments INC.Broker
March 1995 - May 1999 · 4 yrs 2 mos
Society Investments, INC.Broker
August 1993 - March 1995 · 1 yr 7 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
January 1987 - August 1990 · 3 yrs 7 mos
State Registrations8 states
COFLGAILMAOHSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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