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Guggenheim Investment Advisors, LLC

● SEC registered since 2000CRD 108263SEC# 801-57781New York, NY
Export (members)
Reg. AUM
$522M
Employees
10
Accounts
54
Location
New York, NY

Guggenheim Investment Advisors, LLC assets under management

Guggenheim Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2000. It reports $522 million in regulatory assets under management and employs 10 people.

Guggenheim Investment Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Christopher Martini ControlChief Compliance OfficerUnder 5%2024
Dina Marie Dilorenzo ControlHeadUnder 5%2012
Gwm Holdco, LLC ControlMemberOver 75%2008
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Frequently asked questions

How much does Guggenheim Investment Advisors, LLC manage?

Guggenheim Investment Advisors, LLC reports $522 million in regulatory assets under management on its Form ADV.

How many employees does Guggenheim Investment Advisors, LLC have?

Guggenheim Investment Advisors, LLC reports 10 employees.

Where is Guggenheim Investment Advisors, LLC located?

Guggenheim Investment Advisors, LLC is based in New York, NY and has been SEC-registered since 2000.

Does Guggenheim Investment Advisors, LLC disclose fund performance?

Guggenheim Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address330 Madison Avenue, 10th Floor, New York, NY 10017
Phone212-739-0700
Office hours9:00 a.m. - 5:00 p.m. Est
SEC regionNew York Regional Office (NYRO)
CIK1512586
Discloses disciplinary historyNo

Assets under management

Discretionary$268.2M
Non-discretionary$253.7M
Total (RAUM)$522M