Ssi Investment Management, Inc.

Ssi Investment Management, Inc. (CRD# 104889) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $1,461,572,000 in 92 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,462
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $15,886,652
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, HI

Financial Advisors at Ssi Investment Management, Inc.
No Advisor Found.
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