RIA Intelligence

ZACKS INVESTMENT MANAGEMENT, INC.

CRD #110897 SEC #801-40592 CHICAGO, IL 312-265-9266
SEC Registered Private Funds
Total AUM
$12.4B
Discretionary
$12.4B
Employees
122
Clients
26
Accounts
12,050

Firm Details

Organization Type
Corporation
State of Formation
Illinois
Fiscal Year End
FEBRUARY
Registration Date
--
Latest Filing
May 29, 2025
Branch Offices
19

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HERTOG, THOMAS, EDWARDICHIEF COMPLIANCE OFFICERNA
HERTOG, THOMAS, EDWARDICHIEF COMPLIANCE OFFICERNA
HERTOG, THOMAS, EDWARDICHIEF COMPLIANCE OFFICERNA
HERTOG, THOMAS, EDWARDICHIEF COMPLIANCE OFFICERNA
HERTOG, THOMAS, EDWARDICHIEF COMPLIANCE OFFICERNA
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
LANZA, FRANK, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
MARKS, RICHARD, BARRYICHIEF COMPLIANCE OFFICERNA
MARKS, RICHARD, BARRYICOMPLIANCE OFFICERNA
MARKS, RICHARD, BARRYICOMPLIANCE OFFICERNA
MARKS, RICHARD, BARRYICOMPLIANCE OFFICERNA
MARKS, RICHARD, BARRYICOMPLIANCE OFFICERNA
MARKS, RICHARD, BARRYICOMPLIANCE OFFICERNA
MARKS, RICHARD, BARRYICOMPLIANCE OFFICERNA
MARKS, RICHARD, BARRYICOMPLIANCE OFFICERNA
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
RALPH, DONALD, EUGENEICHIEF FINANCIAL OFFICERNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, BENJAMIN, LAIBIPRESIDENTNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, LEONARD, HARVEYIDIRECTORNA Control
ZACKS, MITCHEL, ETHANIPRESIDENTNA Control
ZACKS, MITCHEL, ETHANIPRESIDENTNA Control
ZACKS, MITCHEL, ETHANIPRESIDENTNA Control
ZACKS, MITCHEL, ETHANIPRESIDENTNA Control
ZACKS, MITCHEL, ETHANIPRESIDENTNA Control
ZACKS, MITCHEL, ETHANIPRESIDENTNA Control
ZACKS, MITCHEL, ETHANIPRESIDENTNA Control
ZACKS, MITCHEL, ETHANIPRESIDENTNA Control
ZACKS, MITCHEL, ETHANIPRESIDENTNA Control
ZACKS, MITCHEL, ETHANIPRESIDENTNA Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control
ZACKS INVESTMENT RESEARCH, INC.DESOLE SHAREHOLDERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
ZACKS, FRANCINE, INAITHE GREENWOOD TRUSTF
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
THE GREENWOOD TRUSTDEZACKS INVESTMENT RESEARCH, INC.E Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, LEONARD, HARVEYIZACKS INVESTMENT RESEARCH, INC.D Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control
ZACKS, BENJAMIN, LAIBIZACKS INVESTMENT RESEARCH, INC.C Control

Registrations

Federal

IA
May 29, 2025 REGISTERED

Notice Filings (51)

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

Address

101 N. WACKER DRIVE
SUITE 1500
CHICAGO, IL 60606
United States
Phone: 312-265-9266