Zacks Intelligence LLC
● SEC registered since 2024CRD 333798SEC# 801-131598Chicago, IL
Reg. AUM
$2
Employees
10
Accounts
1
Location
Chicago, IL
Zacks Intelligence LLC assets under management
Zacks Intelligence LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $2 in regulatory assets under management and employs 10 people.
Zacks Intelligence LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan James Licciardi Control | Chief Executive Officer | Under 5% | 2024 |
| John Francis O'Connell Control | Chief Compliance Officer & Chief Financial Officer | Under 5% | 2024 |
| Zacks Investment Research, Inc. Control | Sole Member | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Zacks Intelligence LLC manage?
Zacks Intelligence LLC reports $2 in regulatory assets under management on its Form ADV.
How many employees does Zacks Intelligence LLC have?
Zacks Intelligence LLC reports 10 employees.
Where is Zacks Intelligence LLC located?
Zacks Intelligence LLC is based in Chicago, IL and has been SEC-registered since 2024.
Does Zacks Intelligence LLC disclose fund performance?
Zacks Intelligence LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 N Wacker Dr, Suite 1500, Chicago, IL 60606 |
| Phone | (312)-265-9500 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2No change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$2regulatory AUM
Discretionary $2