From financial counseling to asset management, Zuckerman Investment Group is built with a singular purpose in mind: to be your family’s trusted, long-term partner.
Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.8 billion in AUM, spanning over 300 families and individuals across multiple generations.
The firms offers a holistic spectrum of services, including comprehensive wealth management, asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy.
Company Details
- Employees
- 17
- Founded
- -
- Address
- 155 N Wacker Dr, Chicago,illinois 60606,united States
- Phone
- +1 312 948-8000
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- zuckermaninvestmentgroup.com
- HQ
- Chicago, Illinois
Zuckerman Investment Group Questions
Zuckerman Investment Group's helpline number is +1 312 948-8000
Zuckerman Investment Group's website is zuckermaninvestmentgroup.com
Zuckerman Investment Group's LinkedIn profile is https://www.linkedin.com/company/zuckerman-investment-group
Zuckerman Investment Group has
17 employees.
View email and phone details for 17
employees at Zuckerman Investment Group.
Zuckerman Investment Group's industry is
Financial Services
Zuckerman Investment Group's top competitors are
Kovitz,
Hummingbird Capital,
Waller Helms Advisors,
Morgan Stanley,
Altair Advisers,
Coe Capital Management,
Vivaldi Capital Management,
Promus Holdings, Llc,
Intrinsic Edge Capital Management,
Cresset.
Zuckerman Investment Group's categories are Financial Services
Zuckerman Investment Group's founding year is 2005
