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WEITZ INVESTMENT MANAGEMENT, INC.

1125 South 103rd Street
Suite 200
Omaha, Nebraska 68124-1071
Tel: 402-391-1980

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About WEITZ INVESTMENT MANAGEMENT, INC.

WEITZ INVESTMENT MANAGEMENT, INC, formally registered with the SEC as WEITZ INVESTMENT MANAGEMENT, INC. The firm was established in 05/12/1983. They have over 1 offices throughout the country.

WEITZ INVESTMENT MANAGEMENT, INC. is a Omaha, Nebraska based Financial Planning firm with nearly $3,604,320,081 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105088
SEC#801-18819
Assets Managed by Firm$3,604,320,081
No. of Clients24
No. of Advisors36

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total24$3,604,320,081
Individuals (other than high net worth individuals)Fewer than 5 clients$34,081
High net worth individuals5$62,456,904
Charitable organizations6$197,125,869

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