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
Amanda Falkum (CRD# 4622286) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Silverthorne, CO and has over 22 years of experience in the finance industry.
Michael Fenger (CRD# 4737394) 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.
Harold Gianopulos (CRD# 1743800) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 18 years of experience in the finance industry.
Matthew Hayner (CRD# 5745842) 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.
Matthew Heckler (CRD# 5580977) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Joel Hirsh (CRD# 4850247) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 18 years of experience in the finance industry.
Robert Hochkins (CRD# 6103447) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Ann Arbor, MI and has over 11 years of experience in the finance industry.
Deborah Hopkins (CRD# 4327743) 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.
Joel Hunter (CRD# 6112000) 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.
Kate Jonynas (CRD# 5595250) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 14 years of experience in the finance industry.