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ZUCKERMAN INVESTMENT GROUP
ZUCKERMAN INVESTMENT GROUP, LLC
CRD 137785 · SEC 801-65050
155 NORTH WACKER DRIVE, SUITE 1700, CHICAGO, IL, 60606, United States
Phone
312-948-8000
Fax
312-277-2988
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.17B
Discretionary AUM
$2.12B
Team
15 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $64.9M |
| High net worth individuals | 266 | $1.99B |
| Pooled investment vehicles | 14 | $86.3M |
States served
AZ, CA, CO, IL, IN, MI, MN, NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD