1125 South 103rd Street
Suite 200
Omaha, Nebraska 68124-1071
Tel: 402-391-1980
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105088 |
SEC# | 801-18819 |
Assets Managed by Firm | $3,604,320,081 |
No. of Clients | 24 |
No. of Advisors | 36 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 24 | $3,604,320,081 |
Individuals (other than high net worth individuals) | Fewer than 5 clients | $34,081 |
High net worth individuals | 5 | $62,456,904 |
Charitable organizations | 6 | $197,125,869 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,283,016,878 | 176366 | 326 | |
$38,163,842,160 | 200228 | 3748 | |
$23,108,472,280 | 1823 | 50 | |
$19,943,561,186 | 96956 | 1111 | |
$8,534,798,484 | 35218 | 592 |
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