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Building 2WEITZ INVESTMENT MANAGEMENT, INC.

Map pinOMAHA, NE
Phone402-391-1980
NotebookSEC #801-18819
Total AUM
$8.1B
Employees
36
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3555 FARNAM STREET
SUITE 800
OMAHA
NE 68131-3312
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
402-391-1980

ReceiptFinancials

Total AUM
$8.1B
Accounts
22
Discretionary
$7.7B
Accounts
12
Non-Discretionary
$359.7M
Accounts
10

ContactClients

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HNW Individual Clients
1
AUM
$87M
Investment Company Clients
10
AUM
$7.7B
Charitable Organization Clients
7
AUM
$286.4M
Other Clients
1
AUM
$15.1M
Description of Other Clients
TRUST WHERE THE BENEFICIARY(IES) MAY BE INDIVIDUALS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NE

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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