ZACKS INTELLIGENCE LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2 |
| Discretionary | $2100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $2 |
| Employees | 10 |
| Peak AUM | $2Feb 2026 |
| AUM CAGR | 0.0% /yrover 1 yrs · 7 filings |
AUM by Client Type
Total AUM
$2
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2 | — | — | — | — |
| Discretionary AUM | $2 | — | — | ||
Key Metrics
| Total AUM | $2 |
| Discretionary | $2 |
| Employees | 10 |
| Client Accounts | 1 |
| Client Range | 0 |
Contact & Location
Address
101 N WACKER DR
CHICAGO IL 60606
Phone
(312)-265-9500
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMSubscription
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
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