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Peter Rittenhouse Kellogg

ZIEGLER LOTSOFF CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois
Clean recordZIEGLER LOTSOFF CAPITAL MANAGEMENT, LLC
20 NORTH CLARK STREET, CHICAGO, IL 60602CRD# 266855Firm CRD# 135622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Rittenhouse Kellogg · CHICAGO, IL
Registration
CRD #266855 · ZIEGLER LOTSOFF CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
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Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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Firm Overview

Firm
ZIEGLER CAPITAL MANAGEMENT, LLC
CRD 135622 · SEC 801-64334
AUM
$10.7B
Regulatory assets under management
Employees
86
2,598 client accounts
Services offered by ZIEGLER CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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Frequently Asked Questions

What services does Peter Rittenhouse Kellogg offer?
Peter Rittenhouse Kellogg specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Peter Rittenhouse Kellogg's credentials?
Peter Rittenhouse Kellogg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Rittenhouse Kellogg located?
Peter Rittenhouse Kellogg is based in CHICAGO, Illinois, working with ZIEGLER LOTSOFF CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Peter Rittenhouse Kellogg charge for services?
Peter Rittenhouse Kellogg's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZIEGLER LOTSOFF CAPITAL MANAGEMENT, LLC?
ZIEGLER LOTSOFF CAPITAL MANAGEMENT, LLC has approximately 86 employees and manages $10.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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