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
Jason Castillo (CRD# 6073850) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 5 years of experience in the finance industry.
David Castro (CRD# 5873844) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 13 years of experience in the finance industry.
Jason Clark (CRD# 4502341) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 21 years of experience in the finance industry.
Andrew Cohn (CRD# 6281360) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Deerfield, IL and has over 10 years of experience in the finance industry.
John Conway (CRD# 3074243) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 25 years of experience in the finance industry.
David Copeland (CRD# 1011917) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Deerfield, IL and has over 42 years of experience in the finance industry.
Kyle Deal (CRD# 6487630) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Andrew Denenberg (CRD# 5894595) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Deerfield, IL and has over 13 years of experience in the finance industry.
Edward Edens (CRD# 4921361) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 19 years of experience in the finance industry.
Bryan Engler (CRD# 6109079) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.