Unclaimed Profile

Amy Jo Gottfurcht

SSI INVESTMENT MANAGEMENT INC.·BEVERLY HILLS, California

Clean recordSSI INVESTMENT MANAGEMENT INC.

9440 SANTA MONICA BLVD, 8TH FLOOR, BEVERLY HILLS, CA 90210CRD# 1029196Firm CRD# 104889

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Jo Gottfurcht · BEVERLY HILLS, CA

Registration

CRD #1029196 · SSI INVESTMENT MANAGEMENT INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SSI INVESTMENT MANAGEMENT LLC

AUM

$2.0B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Regulatory

SEC/IARD CRD# 1029196

Firm CRD# 104889

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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