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ZACKS INVESTMENT MANAGEMENT, INC.

CHICAGO, IL · CRD 110897 · IAPD ↗ · zacksintelligence.com · 312-265-9266

$14.59BRegulatory AUM
11Advisory reps
132Employees
25Clients
26-50Planning clients
2Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
June 2026 — ZACKS INVESTMENT MANAGEMENT, INC. changed its website from zacksandassociates.com to zacksintelligence.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
June 2024 — ZACKS INVESTMENT MANAGEMENT, INC. changed its website from zackspcg.com to zacksandassociates.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
June 2024 — ZACKS INVESTMENT MANAGEMENT, INC. shrank from 15 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
June 2024 — ZACKS INVESTMENT MANAGEMENT, INC. reported RAUM up 26% ($8.37B -> $10.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.