Guggenheim Investment Advisors, LLC

Assets Under Management

$522.0M

Number of Clients

23

Number of Advisors

3

Average Client AUM

$22.7M

AUM per Advisor

$174.0M

Compensation

Fee-Only (AUM)

About This Firm

Guggenheim Investment Advisors (GIA) offers investment advisory services to individuals and entities through separately managed accounts, catering to their specific objectives, guidelines, and risk tolerance. GIA also provides services to insurance companies and other institutional clients, implementing quantitative investment and hedging strategies. GIA does not restrict its investment advice to specific types of investments.

Fee Structure

Minimum Investment:$25M
Financial Planning:Investment management only
Areas of Practice
Investment ManagementHigh Net Worth
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Location

330 Madison Avenue, 10th Floor, New York, NY, 10017

3 Advisors at this firm