Zuckerman Capital Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2029 Century Park E Ste 400, Los Angeles...Phone Number
(310) 867-2778Website
www.zuckermancapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Zuckerman Capital Management
Zuckerman Capital Management, LLC is a financial services firm dedicated to serving clients' best interests since 2008. They offer custom-tailored financial plans utilizing tax mitigation and advanced estate planning strategies, combining modern portfolio theory with classic investments. The firm prides itself on providing concierge-level service with integrity, led by founder David Zuckerman, a Certified Financial Planner with over two decades of experience. Their target clients are individuals seeking to achieve their financial goals through comprehensive investment planning.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Zuckerman Capital Managem...
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Zuckerman Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Zuckerman Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Zuckerman Capital Management.
Zuckerman Capital Management Tech Stack
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Zuckerman Capital Management, LLC is a financial services firm dedicated to serving clients' best interests since 2008. They offer custom-tailored financial plans utilizing tax mitigation and advanced estate planning strategies, combining modern portfolio theory with classic investments. The firm prides itself on providing concierge-level service w... Read More
