Bryan Engler, financial advisor Scottsdale AZ

Bryan Engler

CRD Number: 6109079
Current Firm: Kovitz Investment Group Partners, LLC

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.

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Professional Designations
Company Name Location Dates Years
Kovitz Investment Group Partners, LLC Chicago, IL Apr 2019 - Current 4
Greak Lakes Advisors Chicago, IL Sep 2011 - Mar 2019 7

Bryan Engler has no recent exams reported.
Contact Info for Bryan L. Engler
Phone Number: 312-334-7300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,294
    MILLIONS
  • Total Number of Accounts
    6,927
    ACCOUNTS
  • Average Account Value
    $1,052,930
Compensation Options
  • 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
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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