$2 Total AUM
$2 Disc. AUM
-- 3Y CAGR
10 Employees
1 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2024
- Office Locations
- 3
Office Locations
101 N Wacker DR Suite 1500 Chicago IL
1225 Coast Village RD #C Santa Barbara CA
-- Windham NH
About Zacks Intelligence LLC
Zacks Intelligence LLC is a Chicago-based RIA with 3 offices. The firm has been operating for 1 years. Managing $2 in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$1 AVG AUM / ADVISOR
$2 AVG AUM / CLIENT
0.9 yrs AVG TENURE
10 Employees
3 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
Bryan James Licciardi
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
J
John Francis O'Connell
Chief Compliance Officer, Chief Financial Officer, Senior Vice President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
MARCY SHEER BURTON
Managing Partner\
- CRD
- #1052897
Available
Available
Available
G
Gale Edward Graves
--
- CRD
- #3018239
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2 | $2 |
| Non-Discretionary | $0 | -- |
| Total | $2 | $2 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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