Zuckerman Investment Group

Zuckerman Investment Group (CRD# 137785) is a financial advisory firm headquartered in Chicago, IL. They manage $756,787,679 in 735 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    757
    MILLION
  • Total Number of Accounts
    735
    ACCOUNTS
  • Average Account Value
    $1,029,643
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, LA, 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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