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Building 2GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC

Map pinSTAMFORD, CT
Phone203-202-8606
NotebookSEC #801-135074
Total AUM
$155.4M
Employees
10
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 FIRST STAMFORD PLACE
SUITE 300
STAMFORD
CT 06902
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
203-202-8606

ReceiptFinancials

Total AUM
$155.4M
Accounts
3
Discretionary
$155.4M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$155.4M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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