Kovitz Investment Group Partners, LLC

Kovitz Investment Group Partners, LLC (CRD# 282241) is a financial advisory firm headquartered in Chicago, IL. They manage $11,290,749,061 in 11,848 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,291
    MILLION
  • Total Number of Accounts
    11,848
    ACCOUNTS
  • Average Account Value
    $952,967
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 21 - 30 of 64 top financial advisors.
21
Joel D. Hirsh
CRD#: 4850247
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Joel Hirsh (CRD# 4850247) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

22
Robert N. Hochkins
CRD#: 6103447
524 S Main Street, Suite 200, Ann Arbor, MI 48104

Robert Hochkins (CRD# 6103447) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Ann Arbor, MI and has over 11 years of experience in the finance industry.

23
Deborah Hopkins
CRD#: 4327743
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Deborah Hopkins (CRD# 4327743) 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.

24
Joel M. Hunter
CRD#: 6112000
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Joel Hunter (CRD# 6112000) 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.

25
Kate Jonynas
CRD#: 5595250
115 S. Lasalle St, 27th Floor, Chicago, IL 60603

Kate Jonynas (CRD# 5595250) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 14 years of experience in the finance industry.

26
Mitchell A. Kovitz
CRD#: 1953345
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Mitchell Kovitz (CRD# 1953345) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 26 years of experience in the finance industry.

27
Michael T. Krachey
CRD#: 5906746
8000 Excelsior Drive, Suite 201, Madison, WI 53717

Michael Krachey (CRD# 5906746) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Madison, WI and has 1 year of experience in the finance industry.

28
William W. Lee
CRD#: 728276
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

William Lee (CRD# 728276) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 39 years of experience in the finance industry.

29
Michael R. Marciszewski
CRD#: 6749348
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Michael Marciszewski (CRD# 6749348) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

30
Matthew J. Mueller
CRD#: 6180858
230 West Monroe St, Suite 1415, Chicago, IL 60606

Matthew Mueller (CRD# 6180858) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

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