Overview
Assets Under Management: $1.5 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 241
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 241
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.47
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 1,273
Discretionary Accounts: 1,240
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 137785
Last Filing Date: 2024-03-28 00:00:00
Website: https://zuckermaninvestmentgroup.com