Amanda Falkum (CRD# 4622286) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Silverthorne, CO and has over 21 years of experience in the finance industry.
CRD# 6739499
Raymond James & Associates, Inc.
CRD# 4327629
Srs Capital Advisors, Inc.
CRD# 1131891
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | Silverthorne, CO | Jan 2016 - Current | 8 |
| Foreside Financial Services, LLC | Silverthorne, CO | Dec 2020 - Mar 2021 | < 1 |
| Kovitz Securities, LLC | Chicago, IL | Mar 2008 - Nov 2020 | 12 |
| Kovitz Investment Group, LLC | Chicago, IL | Mar 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2002 |
- CO
- TX
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Total Assets Under Management11,291MILLIONS
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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
- 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
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