Zacks Intelligence LLC

Overview

Zacks Intelligence LLC is a limited liability company registered with the SEC in 2024 and operates as a non-independent retail registered investment adviser. The firm serves individual and family clients and lists financial planning and portfolio management for individuals and small businesses as its primary advisory services. It reports multiple fee arrangements, including a percentage-of-AUM component, subscription fees, and other fee types. The firm is not identified as a capital allocator, does not characterize itself as an active ESG investor, and is not labeled a pension consultant. Filings indicate the adviser is related to other advisory entities. The firm discloses a range of industry affiliations that extend beyond pure advisory work: connections to a broker-dealer, another investment adviser, accounting services, and roles as sponsor, general partner, or managing member of pooled investment vehicles. The adviser is organized under a mixed owner type (domestic entity and individual).

Assets & Accounts

Investments & Alternatives

Location & Offices