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Emma Oaks

Guggenheim Investments

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About Emma Oaks

Emma Oaks is a registered representative with Guggenheim Investments. Emma has been in the industry since July 2024, and has held previous positions with Salesforce.com, Kelly Mitchell Group, Fidelity Investments, Episcopal Retirement Services, Dealer Management Services, and Miami University of Ohio. Emma specializes in investment companies, pooled investment vehicles, and other types of financial products. Emma is licensed in Illinois.

Firm Information

Emma Oaks is currently registered with Guggenheim Investments. Guggenheim Investments is an investment advisor based in NEW YORK, NY. The firm manages approximately $11,255,391,581 in regulatory assets under management for 138 accounts. The firm provides investment advice to investment companies and pooled investment vehicles.
Guggenheim Investments

330 MADISON AVENUE

NEW YORK, NY 10017

$11.26B

Assets Under Management

1

Total Clients

39

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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percentage of assets

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

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Emma Oaks’s Registration & Firm History

IL

12/10/2024 - Present

Guggenheim Investments (Chicago IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emma Oaks.
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