$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
4 Employees
1 ADV. Clients
34 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-1992
- Office Locations
- 1
Office Locations
141 West Jackson Boulevard Suite 2095 Chicago IL
About ZIV Investment Company
Chicago-based Ziv Investment Company is a retail advisory firm focused on portfolio construction for entrepreneurs and other individual investors. Its SMA allocations are predominantly in ETFs with a small cash sleeve, and the firm also provides insurance/annuity-related planning support. Established in 1992, it operates from a single Chicago office.
Team overview
-- AVG AGE
$612.0K AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
17.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
34yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PETER GORDON ZIV
President
- CRD
- #1178100
- Ownership
- 75% or more
Available
Available
Available
P
PAMELA R LAMBERT
Principal
- CRD
- #4373088
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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K
KURT G KELLISON
--
- CRD
- #5762150
Available
Available
Available
W
Winslow Ziv
President
- CRD
- #7485934
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,223,995 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,223,995 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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