Bruce
Zessar
Advisory Research Inc
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About this Advisor
Bruce Zessar is a financial advisor based in Chicago, Illinois, working with Advisory Research Inc. Bruce has previously held a position at Advisory Research Inc. Bruce has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Bruce is part of Advisory Research Inc, which operates out of Chicago, Illinois. The firm has 14 employees and manages assets totaling $641.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Advisory Research Inc includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisory Research Inc Brokerage Details
$641,611,380
14
284
$2,259,195
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Bruce Zessar Work History
Advisory Research Inc
Disclosures
Please visit the SEC profile of Bruce Zessar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advisory Research Inc
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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