Overview
Assets Under Management: $5.2 billion
Headquarters: OMAHA, NE
Frequently Asked Questions
WEITZ INVESTMENT MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105088), WEITZ INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
WEITZ INVESTMENT MANAGEMENT, INC. is headquartered in OMAHA, NE.
According to their SEC Form ADV, WEITZ INVESTMENT MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
WEITZ INVESTMENT MANAGEMENT, INC. manages $5.2 billion in client assets according to their SEC filing dated August 13, 2024.
According to their SEC Form ADV, WEITZ INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.68%
Total Client Accounts: 20
Discretionary Accounts: 10
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 105088
Filing ID: 1895078
Last Filing Date: 2024-08-13 16:20:00