Kovitz Investment Group Partners, LLC
Kovitz Investment Group Partners, LLC (CRD# 282241) is a financial advisory firm headquartered in Chicago, IL. They manage $11,290,749,061 in 11,848 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management11,291MILLION
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Total Number of Accounts11,848ACCOUNTS
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Average Account Value$952,967
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Mary Anderson (CRD# 5301160) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Brian Babcock (CRD# 5307411) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 10 years of experience in the finance industry.
Mary Bakhaus (CRD# 826129) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Ann Arbor, MI and has over 31 years of experience in the finance industry.
Ashley Bebeau (CRD# 4913081) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Deerfield, IL and has over 15 years of experience in the finance industry.
Jenny Boyke (CRD# 4574460) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 21 years of experience in the finance industry.
Benjamin Bremen (CRD# 6156327) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Deerfield, IL and has over 11 years of experience in the finance industry.
Marc Brenner (CRD# 4429946) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 20 years of experience in the finance industry.
John Buckingham (CRD# 2593935) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 29 years of experience in the finance industry.
Thomas Buhrmann (CRD# 6169245) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Deerfield, IL and has over 11 years of experience in the finance industry.
Merilou Bury (CRD# 1762784) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 32 years of experience in the finance industry.