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ZACKS INVESTMENT MANAGEMENT, INC.
CHICAGO, IL
312-265-9266
SEC #801-40592Total AUM
$14.6B
Employees
132Clients
3,741Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 N. WACKER DRIVE
SUITE 1500
CHICAGO
IL 60606
United States
SUITE 1500
CHICAGO
IL 60606
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
312-265-9266
Other Offices
19
Financials
Total AUM
$14.6B
Accounts
12,368Discretionary
$14.6B
Accounts
12,368Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,051AUM
$1B
HNW Individual Clients
1,293AUM
$3.5B
Investment Company Clients
8AUM
$809.1M
Pooled Vehicle Clients
2AUM
$14.1M
Pension/Profit Sharing Plan Clients
111AUM
$175.2M
Charitable Organization Clients
2AUM
$28.5M
Government Entity Clients
2AUM
$42.5M
Investment Advisor Clients
179AUM
$2.4B
Corporation or Business Clients
79AUM
$130.2M
Other Clients
14AUM
$6.5B
Description of Other Clients
WRAP PROGRAMS
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.