Zacks Investment Management, Inc.
Zacks Investment Management, Inc. (CRD# 110897) is a financial advisory firm headquartered in Chicago, IL. They manage $8,373,508,701 in 7,545 accounts and serve the financial needs of clients across 52 states (or territories).
-
Total Assets Under Management8,374MILLION
-
Total Number of Accounts7,545ACCOUNTS
-
Average Account Value$1,109,809
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Roman Kobrin (CRD# 5925579) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 12 years of experience in the finance industry.
David Koty (CRD# 2742418) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 27 years of experience in the finance industry.
Brian Langenkamp (CRD# 2878910) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 26 years of experience in the finance industry.
Frank Lanza (CRD# 4215640) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 16 years of experience in the finance industry.
Randy Leclair (CRD# 1997396) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 34 years of experience in the finance industry.
Brian Levy (CRD# 5623327) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 15 years of experience in the finance industry.
Wayne Lockwood (CRD# 2385472) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 27 years of experience in the finance industry.
Siyuan Lu (CRD# 6720778) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 7 years of experience in the finance industry.
David Meyers (CRD# 5371989) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 8 years of experience in the finance industry.
Andrew Montgomery (CRD# 5668018) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 11 years of experience in the finance industry.