Jairo Nahuel Cipolla

Guggenheim Investment Advisors, LLC

15 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Guggenheim Investment Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

23 clients

Average Client Portfolio

$22.7M average

Assets Under Management

$522.0M

Fee Structure

Minimum Investment:$25M

Financial Planning:Investment management only

Location

Miami, FL

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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.

Employment History

Current Registrations

Guggenheim Investment Advisors, LLC

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Alvarium Investment Advisors (US), INC.

June 2010 - January 2024 · 13 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.