ZUCKERMAN INVESTMENT GROUP

155 North Wacker Drive
Suite 1700
Chicago, Illinois 60606
Tel: 312-948-8000

About ZUCKERMAN INVESTMENT GROUP

ZUCKERMAN INVESTMENT GROUP, formally registered with the SEC as ZUCKERMAN INVESTMENT GROUP. The firm was established in 01/03/2006. They have over 1 offices throughout the country.

ZUCKERMAN INVESTMENT GROUP is a Chicago, Illinois based Financial Planning firm with nearly $1,542,095,798 assets under management, offering retirement planning & investment advisory services to 1273 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137785
SEC#	801-65050
Assets Managed by Firm	$1,542,095,798
No. of Clients	1273
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1273	$1,542,095,798
Individuals (other than high net worth individuals)	107	$35,989,046
High net worth individuals	261	$1,301,231,200
Pension and profit sharing plans	Fewer than 5 clients	$4,859,730
Charitable organizations	5	$18,474,664
Corporations or other businesses	Fewer than 5 clients	$8,059,810

More Retirement Planning firms in Chicago, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

Explore More Retirement Advisors in Chicago, Illinois

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.