Daniel
Zuckerman
Zuckerman Investment Group
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About this Advisor
Daniel Zuckerman is a chartered financial analyst based out of Chicago, Illinois with 10 years of relevant experience. Zuckerman currently works for Zuckerman Investment Group. They have been with Zuckerman Investment Group for their complete career. Zuckerman is registered to serve investors in Illinois. Zuckerman Investment Group is a registered investment company based out of Chicago, IL. It has $1 billion in assets under management across its 1,185 accounts, making it one of the larger firms in the nation by assets under management. The firm advises two charities and foundations. Of its 1,185 client accounts, 70% are held by high-net-worth clients who have greater than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and publication of newsletters. Fees charged by financial advisors usually vary depending on which service is provided. However, fee types billed by Zuckerman Investment Group can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zuckerman Investment Group Brokerage Details
$1,258,987,905
17
1,185
$1,062,437
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
Daniel Zuckerman Work History
Daniel has been registered as a financial advisor for 10 years.*
Zuckerman Investment Group (Fka Asset Management Investors)
*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 Zuckerman 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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