ZACKS INVESTMENT MANAGEMENT, INC.

CHICAGO, Illinois·4 registered advisors·CRD# 110897
SEC# 801-4059219312-265-9266
01

Firm Overview

AUM
$10.6B
Regulatory assets under management
Employees
111
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at ZACKS INVESTMENT MANAGEMENT, INC.

4 registered advisors
Benjamin Laib Zacks
CHICAGO, Illinois
Donald Eugene Ralph
CHICAGO, Illinois
Frank Christopher Lanza
CHICAGO, Illinois
Leonard Harvey Zacks
CHICAGO, Illinois
05

Office Locations

CHICAGO, Illinois
4 advisors

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Data sourced from SEC Form ADV filings. ZACKS INVESTMENT MANAGEMENT, INC. (CRD# 110897) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.