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Amy Jo Gottfurcht

SSI INVESTMENT MANAGEMENT INC.·BEVERLY HILLS, California
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9440 SANTA MONICA BLVD, 8TH FLOOR, BEVERLY HILLS, CA 90210CRD# 1029196Firm CRD# 104889
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About

Amy Jo Gottfurcht is a registered financial advisor based in BEVERLY HILLS, California, affiliated with SSI INVESTMENT MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SSI INVESTMENT MANAGEMENT LLC
SSI INVESTMENT MANAGEMENT LLC
AUM
$2.0B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at SSI INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 1029196
Firm CRD# 104889
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Jo Gottfurcht offer?
Amy Jo Gottfurcht specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Amy Jo Gottfurcht's credentials?
Amy Jo Gottfurcht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Jo Gottfurcht located?
Amy Jo Gottfurcht is based in BEVERLY HILLS, California, working with SSI INVESTMENT MANAGEMENT INC.. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Amy Jo Gottfurcht charge for services?
Amy Jo Gottfurcht's firm is compensated through percentage of aum, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SSI INVESTMENT MANAGEMENT INC.?
SSI INVESTMENT MANAGEMENT INC. has approximately 27 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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