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Building 2ZUCKERMAN INVESTMENT GROUP

Map pinCHICAGO, IL
Phone312-948-8000
NotebookSEC #801-65050
Total AUM
$2.2B
Employees
15
Clients
442

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 NORTH WACKER DRIVE
SUITE 1700
CHICAGO
IL 60606
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
312-948-8000

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,463
Discretionary
$2.1B
Accounts
1,434
Non-Discretionary
$49M
Accounts
29

ContactClients

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Individual Clients
159
AUM
$64.9M
HNW Individual Clients
266
AUM
$2B
Pooled Vehicle Clients
14
AUM
$86.3M
Pension/Profit Sharing Plan Clients
1
AUM
$4M
Charitable Organization Clients
1
AUM
$15.7M
Corporation or Business Clients
1
AUM
$8.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINMIMNNJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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