Assets Under Management
$1.9B
Number of Clients
422
Number of Advisors
4
Average Client AUM
$4.5M
AUM per Advisor
$475.0M
Compensation
Fee-Only (AUM)
Zuckerman Investment Group offers customized investment portfolios, investment management, and financial planning on a discretionary and non-discretionary basis using separately managed accounts. They primarily invest in exchange-traded individual equity securities, fixed income securities, exchange-traded funds, and mutual funds. On a limited basis, they may recommend alternative assets.
155 North Wacker Drive, Suite 1700, Chicago, IL, 60606