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Zacks Investment Management, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 31, 2019
    • $5.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $793.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

73

name start date
Michael Thomas Murphy
April 2018
Michael Stuart Petrucelli
June 2019
Alexander Wallace Insley
January 2009
Peter Harold Fertig
November 2010
Scott D Sprandel
August 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Lbmz Securities, Inc. Broker-Dealer --
    Zacks Investment Research -- --
    Zacks Panther Fund Gp, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Benjamin Laib Zacks President September, 1991 less than 5%
      Leonard Harvey Zacks Director February, 1995 less than 5%
      Frank Christopher Lanza Chief Compliance Officer September, 2008 less than 5%
      Donald Eugene Ralph Chief Financial Officer January, 2011 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees