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).
Current Firm Details
By the Numbers
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Total Assets Under Management830MILLION
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Total Number of Accounts712ACCOUNTS
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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

Registered Investment Advisor
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
1
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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