AdvisorOS Directory
Claim Profile
JG

John David Gottfurcht

SSI INVESTMENT MANAGEMENT INC.·BEVERLY HILLS, California
Unclaimed Profile
9440 SANTA MONICA BLVD, 8TH FLOOR, BEVERLY HILLS, CA 90210CRD# 226370Firm CRD# 104889
01

About

John David 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# 226370
Firm CRD# 104889
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEVERLY HILLS?

Browse all registered financial advisors in BEVERLY HILLS, California or claim this profile if it's yours.

Browse BEVERLY HILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John David Gottfurcht offer?
John David Gottfurcht specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are John David Gottfurcht's credentials?
John David Gottfurcht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Gottfurcht located?
John David 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 John David Gottfurcht charge for services?
John David 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BEVERLY HILLS
Darren Clay Pollock — CHEVIOT VALUE MANAGEMENT, LLCRobert Scott Ellin — TRINAD CAPITAL MANAGEMENT, LLCWayne Duband — LEONES CAPITAL ADVISORS, LLCTimothy Edward Ash — CHECCHI CAPITAL FUND ADVISERS, LLCDavid Aaron Horvitz — CHEVIOT VALUE MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile