William Joseph Costigan

Guggenheim Partners Investment Management, LLC

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Guggenheim Partners Investment Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

222 clients

Average Client Portfolio

$1.0B average

Assets Under Management

$228.7B

Fee Structure

Minimum Investment:$100M

Financial Planning:Investment management only

Location

Sun Valley, ID

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

William is a board member of the Global Interdependence Center, dedicating minimal time. He is also a member of Costigan & Sons, LLC, an investment-related activity, but spends no time on it.