Ssg Advisors, LLC (Santa Monica)

Ssg Advisors, LLC is a large advisory firm based in Santa Monica. It manages $2.68 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

Ssg Advisors provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ssg Advisors: assets under management

The assets under management (AUM) of Ssg Advisors, LLC is $2.68 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $314.39 million in discretionary accounts and $2.37 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.19 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.37 billion.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ssg Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ssg Advisors, LLC

Phillip Anthony Nash has been acting as President since 1 Jan 2011. Barclays Bank Plc joined the executive team most recently as the Sole Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barclays Bank Plc	Sole member	1 Jan 2011	75% - 100%	13-4942190
Phillip Anthony Nash	Director	1 Jan 2011	Other	5827098
Matthew S Barrett	Director, president	1 Jan 2011	Other	5257827
Holly Hyunjin Kim	Director	1 Jan 2011	Other	2532639
Michael J Keegan	Director	1 Jan 2011	Other	2023262
Michael Curry Montgomery	Chief compliance officer, director	1 Jan 2011	Other	838794
David John Poulten	Chief financial officer, chief operating officer, director	1 Jan 2011	Other	5902912

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Barclays Plc	Sole sharholder	1 Jan 1985	75% - 100%	foreign

Based in Santa Monica

The principal office where Ssg Advisors, LLC performs its advisory services is located at 1620 26 Th Street, Santa Monica, CA 90404 4045, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-907-0510 or by fax 310-828-5747. The normal business hours are 9:00 am - 5:00 pm pacific on Monday - Friday.