Zuckerman Investment Group

Zuckerman Investment Group (CRD# 137785) is a financial advisory firm headquartered in Chicago, IL. They manage $830,400,000 in 712 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    830
    MILLION
  • Total Number of Accounts
    712
    ACCOUNTS
  • Average Account Value
    $1,166,292
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, MI, NH, NY

Financial Advisors at Zuckerman Investment Group
Showing 1 - 1 of 1 top financial advisors.
1
Daniel R. Zuckerman
CRD#: 5057006
155 North Wacker Drive, Suite 1700, Chicago, IL 60606
90
Wealthminder
score

Daniel Zuckerman (CRD# 5057006) is an Investment Advisor Representative working at Zuckerman Investment Group in Chicago, IL and has 1 year of experience in the finance industry.

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