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ZACKS INTELLIGENCE LLC

CRD 333798 · SEC 801-131598

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101 N WACKER DR, SUITE 1500, CHICAGO, IL, 60606, United States

Phone

(312)-265-9500

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2

Discretionary AUM

$2

Team

10 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Subscription fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-05-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)PROVISION OF INVESTMENT RECOMMENDATIONS, INVESTMENT GUIDANCE, AND FINANCIAL/MARKET RELATED INFORMATION

Client types

TypeClientsAUM
Individuals1$2

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD