Unclaimed Profile

Dan Weinberg

ZAZOVE ASSOCIATES LLC·DEERFIELD, Illinois

Clean recordZAZOVE ASSOCIATES LLC

520 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 5028967Firm CRD# 104751

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dan Weinberg · DEERFIELD, IL

Registration

CRD #5028967 · ZAZOVE ASSOCIATES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dan Weinberg is a registered financial advisor based in DEERFIELD, Illinois, affiliated with ZAZOVE ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ZAZOVE ASSOCIATES LLC

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZAZOVE ASSOCIATES LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5028967

Firm CRD# 104751

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dan Weinberg offer?

Dan Weinberg specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DEERFIELD, Illinois for a consultation.

What are Dan Weinberg's credentials?

Dan Weinberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dan Weinberg located?

Dan Weinberg is based in DEERFIELD, Illinois, working with ZAZOVE ASSOCIATES LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.

How does Dan Weinberg charge for services?

Dan Weinberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZAZOVE ASSOCIATES LLC?

ZAZOVE ASSOCIATES LLC has approximately 25 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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