Overview
Assets Under Management: $6.6 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 465
Average Client Assets: $1.3 million
Frequently Asked Questions
ZCM is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309195), ZCM is subject to fiduciary duty under federal law.
ZCM is headquartered in CHICAGO, IL.
ZCM serves 465 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, ZCM offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ZCM manages $6.6 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, ZCM serves high-net-worth individuals, businesses, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 465
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.29%
Average Client Assets: $1.3 million
Total Client Accounts: 1,486
Discretionary Accounts: 1,484
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 309195
Filing ID: 1858502
Last Filing Date: 2024-03-29 10:47:00