ZACKS INTELLIGENCE LLC

Overview

Zacks Intelligence LLC is an LLC that completed SEC registration in 2024. The firm serves individual and family clients and focuses on financial planning and portfolio management for individuals and small businesses. Ownership is described as a mix of a domestic entity and an individual, and the firm reports a fee model that can include a percentage of assets under management, subscription fees and other fee arrangements. The firm identifies itself as related to other advisers and lists multiple industry roles and affiliations, including broker-dealer, other investment adviser, accountant, and sponsor or managing member of pooled investment vehicles (GP/manager roles). Zacks Intelligence LLC does not identify as an active ESG investor, and it is not designated as a capital allocator or pension consultant in the available filings.

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Location & Offices