Dana
Cahan
Zuckerman Investment Group
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About this Advisor
Dana Cahan is a financial advisor based in Chicago, Illinois, working with Zuckerman Investment Group. Dana has previously held positions at Zuckerman Investment Group, Altair Advisers, LLC, and Mac Management Co. Inc. Dana has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Dana is part of Zuckerman Investment Group, which operates out of Chicago, Illinois. The firm has 18 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and publication of newsletters. The fee structure at Zuckerman Investment Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Zuckerman Investment Group Brokerage Details
$1,542,095,798
18
1,273
$1,211,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
Dana Cahan Work History
Zuckerman Investment Group
Altair Advisers, LLC
Mac Management Co. Inc
Disclosures
Please visit the SEC profile of Dana Cahan 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 Zuckerman Investment Group
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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