Be advised. This firm is no longer registered.

Kovitz Investment Group, LLC

Kovitz Investment Group, LLC (CRD# 127880) is a financial advisory firm headquartered in Chicago, IL. They manage $3,129,090,044 in 3,030 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
115 S. Lasalle St., 27th Floor, Chicago, IL 60603
By the Numbers
  • Total Assets Under Management
    3,129
    MILLION
  • Total Number of Accounts
    3,030
    ACCOUNTS
  • Average Account Value
    $1,032,703
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Kovitz Investment Group, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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