linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Anne Bookwalter Walsh

Guggenheim Partners Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anne? Claim Your Profile

About Anne Bookwalter Walsh

Anne Bookwalter Walsh is a financial advisor currently registered with Guggenheim Partners Investment Management, LLC in Santa Monica, California. Anne has been in the industry since 1996 and has experience with a variety of firms, including Kemper Distributors, Inc. and Lincoln Financial Advisors Corporation. Anne holds the Chartered Financial Analyst designation and is a specialist in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Anne Walsh is currently registered with Guggenheim Partners Investment Management, LLC. Guggenheim Partners Investment Management, LLC is an investment advisor registered with the SEC. The firm, headquartered in Santa Monica, CA, provides a range of advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer consulting and advisory services on transactions, structuring portfolios, and risk analytics. The firm manages over $208 billion in assets for a variety of clients, including insurance companies, investment companies, charitable organizations, and more.
Guggenheim Partners Investment Management, LLC

100 WILSHIRE BLVD

SANTA MONICA, CA 90401

$208.75B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

consultation/advisement on transactions/structuring portfolios/risk analytics

Consultation/advisement on transactions/structuring portfolios/risk analytics

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anne Walsh’s Registration & Firm History

CA

05/25/2012 - Present

Guggenheim Partners Investment Management, LLC (SANTA MONICA CA)

IL

05/07/1997 - 05/17/2000

KEMPER DISTRIBUTORS, INC. (CHICAGO IL)

IN

05/17/1996 - 02/07/1997

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

05/17/1996 - 02/07/1997

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

Not sure if Anne Bookwalter Walsh is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anne Bookwalter Walsh.
Not sure if Anne Bookwalter Walsh is right for you?