About Zuckerman Investment Group
Wealth management for multigenerational families, business owners, executives & young professionals.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Chicago, Illinois
- Founded
- 2005
- Company type
- Privately Held
From financial counseling to asset management, Zuckerman Investment Group is built with a singular purpose in mind: to be your family’s trusted, long-term partner.
Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.8 billion in AUM, spanning over 300 families and individuals across multiple generations.
The firms offers a holistic spectrum of services, including comprehensive wealth management, asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy.
Specialties
- Multigenerational Families
- Business Owners
- Business Executives
- and Young Professionals
Company locations
155 N Wacker Dr, Chicago, Illinois 60606, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
Business areas
- Finance
- Funding Platform
- Asset Management
- Financial Services
On LinkedIn
- Followers
- 1,283
- People linked to this company
- 17
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