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).
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Total Assets Under Management8,374MILLION
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Total Number of Accounts7,545ACCOUNTS
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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
Brian Mulberry (CRD# 3146156) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Littleton, CO and has over 16 years of experience in the finance industry.
Gregory Murphy (CRD# 3189240) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 24 years of experience in the finance industry.
William Pearce (CRD# 6231830) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 10 years of experience in the finance industry.
Joseph Peck (CRD# 2861971) 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.
Stephen Philip (CRD# 2100426) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 20 years of experience in the finance industry.
Paula Sauer (CRD# 1353999) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 33 years of experience in the finance industry.
Matthew Schaeffer (CRD# 4628206) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 21 years of experience in the finance industry.
Charles Sherburne (CRD# 2909063) 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.
Scott Sprandel (CRD# 2291857) 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.
Gabriel Szymarek (CRD# 6794961) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 6 years of experience in the finance industry.