B. C. Ziegler And Company (Chicago)
B. C. Ziegler And Company is a large advisory firm based in Chicago. It manages $660.03 million of regulatory assets for 2,764 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 24 other states.
B. C. Ziegler And Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
B. C. Ziegler And Company: assets under management
The assets under management (AUM) of B. C. Ziegler And Company is $660.03 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $302.8 million in discretionary accounts and $357.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $259.62 thousand.
B. C. Ziegler And Company has custody of $1.25 million in cash and securities for 2 clients in total and acts as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay B. C. Ziegler And Company for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Chicago
The principal office where B. C. Ziegler And Company performs its advisory services is located at 200 South Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Middleton, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312/263-0110 or by fax 312/596-1694. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ziegler.com.
