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GUGGENHEIM CORPORATE FUNDING, LLC
GUGGENHEIM CORPORATE FUNDING, LLC
NEW YORK, New York
·
4 registered advisors
·
CRD# 300895
SEC# 801-115064
3
212-739-0700
01
Firm Overview
AUM
$8.0B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at GUGGENHEIM CORPORATE FUNDING, LLC
4 registered advisors
Jonathan David Herrick
NEW YORK, New York
CRD# 4857325
Kevin Hans Gundersen
NEW YORK, New York
CRD# 6524795
Kevin Maurice Robinson
NEW YORK, New York
CRD# 2947242
Robert Trevor Jee
NEW YORK, New York
CRD# 6563594
05
Office Locations
NEW YORK, New York
4 advisors
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Data sourced from SEC Form ADV filings. GUGGENHEIM CORPORATE FUNDING, LLC (CRD# 300895) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.