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ZIV Investment Co.

Headquartered in CHICAGO, IL

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Firm Information

ZIV Investment Co., a corporation formed in October 1969, is an investment advisor registered with the SEC and in 26 states. The firm provides portfolio management services for individuals. They manage approximately $22.9 million in regulatory assets under management for 12 accounts. ZIV Investment Co. has a website at HTTP://WWW.ZIVINVESTMENT.COM.

ZIV Investment Co.

$22.92M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

ZIV INVESTMENT CO. has a total of 2 branch locations across the country.
location

CHICAGO, IL

location

Wilmington, DE

Advisors at ZIV Investment Co.

View All 5 Advisors
Unclaimed
Kurt G Kellison

CHICAGO, IL

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Lori Ann Earley

RA

Wilmington, DE

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Pamela R Lambert

RA

CHICAGO, IL

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Unclaimed
Peter Gordon Ziv

CHICAGO, IL

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Winslow Ziv

CHICAGO, IL

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Disclosures

There is public disclosure for ZIV Investment Co.. Review regulatory record here.

Frequently Asked Questions (9)

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