Kovitz Investment Group Partners, LLC

Kovitz Investment Group Partners, LLC (CRD# 282241) is a financial advisory firm headquartered in Chicago, IL. They manage $7,293,644,752 in 6,927 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,294
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kovitz Investment Group Partners, LLC
Showing 1 - 10 of 64 top financial advisors.
1
Mary E. Anderson
CRD#: 5301160
71 S Wacker Dr., Suite 1860, Chicago, IL 60606

Mary Anderson (CRD# 5301160) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

2
Brian P. Babcock
CRD#: 5307411
Two Towne Square, Suite 800, Southfield, MI 48076

Brian Babcock (CRD# 5307411) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 10 years of experience in the finance industry.

3
Mary F. Bakhaus
CRD#: 826129
524 S Main Street, Suite 200, Ann Arbor, MI 48104

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.

4
Jenny P. Boyke
CRD#: 4574460
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Jenny Boyke (CRD# 4574460) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

5
Marc S. Brenner
CRD#: 4429946
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Marc Brenner (CRD# 4429946) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 20 years of experience in the finance industry.

6
John Buckingham
CRD#: 2593935
30 Enterprise, Suite 210, Aliso Viejo, CA 92656

John Buckingham (CRD# 2593935) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 29 years of experience in the finance industry.

7
Merilou Bury
CRD#: 1762784
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Merilou Bury (CRD# 1762784) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 32 years of experience in the finance industry.

8
Jason Castillo
CRD#: 6073850
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Jason Castillo (CRD# 6073850) 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.

9
David A. Castro
CRD#: 5873844
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

David Castro (CRD# 5873844) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

10
Jason R. Clark
CRD#: 4502341
30 Enterprise, Suite 210, Aliso Viejo, CA 92656

Jason Clark (CRD# 4502341) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 21 years of experience in the finance industry.

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