Mary Bakhaus, financial advisor Ann Arbor MI

Mary Bakhaus

CRD Number: 826129
Current Firm: Kovitz Investment Group Partners, LLC

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.

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Company Name Location Dates Years
Kovitz Investment Group Partners, LLC Southfield, MI Mar 2024 - Current < 1
Telemus Capital LLC Ann Arbor, MI Aug 2013 - Feb 2024 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Mary F. Bakhaus
Phone Number: 312-334-7300
Registered State(s):
  • MI
  • TX
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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