Breana Hirose is a registered investment advisor at Guggenheim Partners Investment Management, LLC, based in Stamford, CT, with 10 years of industry experience. Breana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 222 clients with $230B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
222 clients
Average Client Portfolio
$1.0B average
Assets Under Management
$228.7B

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)

GPIM manages investments for institutional clients through separately managed accounts and pooled investment vehicles. Fees are negotiated with each client based on the type of service, account size, and relationship with GPIM. The standard management fee for separately managed accounts generally ranges up to 1.00% annually of the value of the assets in the account. Fees for private funds are based on the fund's offering documents. GPIM is also compensated for providing sub-advisory services to managed account programs.

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Location

100 First Stamford Place, Suite 610, Stamford, CT, 06902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Guggenheim Partners Investment Management, LLC
November 2023 - Present · 2 yrs 5 mos
Guggenheim Investor Services, LLCBroker
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.
December 2020 - October 2023 · 2 yrs 10 mos
Citi Private Advisory, LLCBroker
June 2020 - July 2022 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
July 2015 - October 2023 · 8 yrs 3 mos
State Registrations2 states
CTNY
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.
Breana Hirose - Financial Advisor | TrueAdvisor