William EnochCRD Number: 3198660
Current Firm: Zuckerman Investment Group
William Enoch (CRD# 3198660) is an Investment Advisor Representative working at Zuckerman Investment Group in Chicago, IL and has over 24 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Zuckerman Investment Group, LLC||Chicago, IL||Jun 2007 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management1,259MILLIONS
Total Number of Accounts1,185ACCOUNTS
Average Account Value$1,062,437
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, FL, IL, IN, KY, MI, MN, NH, NY, TX
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