Ziv Investment Company

Ziv Investment Company (CRD# 4316) is a financial advisory firm headquartered in Chicago, IL. They manage $8,430,513 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

141 W Jackson Blvd, Suite 2095, Chicago, IL 60604

http://www.zivinvestment.com

By the Numbers

Total Assets Under Management

8

MILLION
Total Number of Accounts

2

ACCOUNTS
Average Account Value

$4,215,257

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)
Commissions

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

DE, IL

Financial Advisors at Ziv Investment Company

Showing 1 - 2 of 2 top financial advisors.

Lori A. Earley

CRD#: 1432664

4420 Limestone Rd., Ste 210, Wilmington, DE 19808

Lori Earley (CRD# 1432664) is an Investment Advisor Representative working at Ziv Investment Company in Wilmington, DE and has over 36 years of experience in the finance industry.

Pamela R. Lambert

CRD#: 4373088

141 W. Jackson Blvd, Suite 2095, Chicago, IL 60604

Pamela Lambert (CRD# 4373088) is an Investment Advisor Representative working at Ziv Investment Company in Chicago, IL and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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