Daniel
Skubiz
Zcm
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About this Advisor
Daniel Skubiz is a chartered financial analyst based in Saint Louis, Missouri who has 3 years of industry experience. Skubiz is an advisor for Zcm. The advisor has gained experience at Missouri Valley Partners and Ziegler Capital Management, LLC. Skubiz can operate in Missouri. Zcm is a business operating out of Chicago, IL. The company has offices in two locations and a total of 64 advisors. It manages $6 billion in total assets between its 1,546 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 63 charities and foundations. Of its 1,546 client accounts, 30% are associated with high-net-worth individuals who have greater than $1 million in assets. Zcm has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fees charged by Zcm may include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zcm Brokerage Details
$6,400,537,836
64
1,546
$4,140,063
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
- Pension consulting services
- Selection of other advisers
Daniel Skubiz Work History
Daniel has been registered as a financial advisor for 3 years.*
Ziegler Capital Management, LLC
Missouri Valley Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Skubiz 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 Zcm
Milwaukee, WI
Milwaukee, WI
Saint Louis, MO
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Saint Louis, MO
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