Anne
Walsh

Guggenheim Partners Investment Management, LLC

CRD#2671132
Investment Advisor
in Santa Monica, CA

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About this Advisor

Anne Walsh is a financial advisor based in Santa Monica, California, working with Guggenheim Partners Investment Management, LLC. Anne has previously held a position at Guggenheim Partners Asset Management, Inc. Anne is registered to provide services in California. Currently, Anne is part of Guggenheim Partners Investment Management, LLC, which operates out of Santa Monica, California. The firm has 5 offices and 562 employees. The firm manages assets totaling $208.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Guggenheim Partners Investment Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

100 Wilshire Blvd Suite 500
Santa Monica, CA 90401

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Guggenheim Partners Investment Management, LLC Brokerage Details

Total Assets Under Management

$208,753,633,756

CA Average: $7,578,581,321
Total Number of Employees

562

CA Average: 43
Total Number of Accounts

220

CA Average: 3,727
Average Account Size

$948,880,153

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Anne Walsh Work History

2007 - Present (17 years)

Guggenheim Partners Asset Management, Inc

Disclosures

Please visit the SEC profile of Anne Walsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Guggenheim Partners Investment Management, LLC

Jennifer Nilles
Santa Monica, CA
Breana Hirose
Darien, CT
Leigh Poggio
New York, NY
Anne Walsh
Santa Monica, CA
Qi Yan
Santa Monica, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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