B. C. Ziegler and Company

Broker-DealerFINRA MemberEst. 1936
Total AUM
Advisory reps
121
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
61
Registered since
January 1, 1936

Firm profile

FINTRX

Overview

B. C. Ziegler and Company is organized as a corporation and is classified in FINTRX data as an investment bank. The firm has been SEC-registered since 1936 and is owned by domestic entities and individuals. The snapshot indicates the firm does not serve as a capital allocator and is not identified as an active ESG investor, a multi-state registered investment adviser, or a pension consultant. The FINTRX record provides limited detail on specific advisory or brokerage business lines, client segments, or fee models, so public-facing descriptions of product mix and client coverage are not available in the source data.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Daniel Hermann

    Daniel Hermann

    President, CEOCRD 1790977

  • Coleman Walsh

    Coleman Walsh

    Chief of StaffCRD 7780680

Contacts

3 of 119
  • Angelique David

    Angelique David

    Executive Manager DirectorCRD 5445800

  • Kevin Strom

    Kevin Strom

    Executive Manager DirectorCRD 1595516

  • Katie Schmitz

    Katie Schmitz

    DirectorCRD 6419756

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth