Weitz Investment Management, Inc.

RIASEC RegisteredEst. 1983

Total AUM

$8.1B

Discretionary

$7.7B

96% of AUM

Avg account

$367M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Omaha, Nebraska
CRD number: 105088
Registered since: May 12, 1983
Website: weitzinvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies95.19%
Charitable Organizations3.54%
HNWI1.08%
Other0.19%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Weitz Investment Management, Inc. is a corporation that has been SEC-registered since 1983 and operates primarily as an institutional investment adviser. The firm provides portfolio management services for individuals and small businesses, investment companies, and institutional clients. Its revenue model is fee-based, charging a percentage of assets under management. Weitz reports no ESG-driven investment program and is not identified as a pension consultant or capital allocator. The firm also lists a broker-dealer affiliation among its industry connections.