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William Howard Enoch

Zuckerman Investment Group

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About William Howard Enoch

William Enoch is an investment advisor representative with Zuckerman Investment Group, a firm headquartered in Chicago, Illinois. William is currently registered with the state of Illinois. William has been in the industry since 1999 and holds Series 6, 63, and 65 licenses. William has previously been registered with BANC ONE SECURITIES CORPORATION, also based in Chicago. William provides financial planning and portfolio management for individuals, pooled investment vehicles, and investment companies. William specializes in portfolio management for individuals, pooled investment vehicles, and investment companies, and in financial planning.

Firm Information

William Enoch is currently registered with Zuckerman Investment Group. Zuckerman Investment Group is an investment advisory firm headquartered in Chicago, Illinois. With over $1.5 billion in regulatory assets under management, they provide a range of services including financial planning, portfolio management for individuals and pooled investment vehicles, and publication of periodicals. They serve a diverse clientele including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Zuckerman Investment Group

155 NORTH WACKER DRIVE

CHICAGO, IL 60606

$1.54B

Assets Under Management

Not reported

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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percentage of assets

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

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William Enoch’s Registration & Firm History

IL

12/11/2019 - Present

Zuckerman Investment Group (CHICAGO IL)

IL

04/29/1999 - 10/13/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Howard Enoch.
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