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WEITZ INVESTMENT MANAGEMENT, INC.
3555 Farnam Street
Suite 800
Omaha, Nebraska 68131-3312
Tel: 402-391-1980
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 $5,153,814,823 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105088 |
| SEC# | 801-18819 |
| Assets Managed by Firm | $5,153,814,823 |
| No. of Clients | 20 |
| No. of Advisors | 37 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $5,153,814,823 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $8,113 |
| High net worth individuals | Fewer than 5 clients | $86,635,846 |
| Charitable organizations | 6 | $246,421,689 |
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