ZUCKERMAN INVESTMENT GROUP, LLC

ZUCKERMAN INVESTMENT GROUP

CHICAGO, Illinois·7 registered advisors·CRD# 137785

SEC# 801-650500312-948-8000

01

Firm Overview

AUM

$1.5B

Regulatory assets under management

Employees

18

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at ZUCKERMAN INVESTMENT GROUP, LLC

7 registered advisors

Christopher Robert Harvey

CHICAGO, Illinois

Daniel Ross Zuckerman

CHICAGO, Illinois

John David Thomas

CHICAGO, Illinois

Kelly Lavieri Palmer

CHICAGO, Illinois

Michael P Fisherman

CHICAGO, Illinois

Sherwin Alvin Zuckerman

CHICAGO, Illinois

William Howard Enoch

CHICAGO, Illinois

05

Office Locations

CHICAGO, Illinois

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Data sourced from SEC Form ADV filings. ZUCKERMAN INVESTMENT GROUP, LLC (CRD# 137785) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.