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).
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Total Assets Under Management11,291MILLION
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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
Daniel Murphy (CRD# 2653802) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Madison, WI and has over 28 years of experience in the finance industry.
Kendall Navin (CRD# 6437579) 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.
Jack Newman (CRD# 2514297) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Deerfield, IL and has over 29 years of experience in the finance industry.
Christopher Nicholson (CRD# 6379081) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Andrew Novak (CRD# 6331410) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 8 years of experience in the finance industry.
Eric Oppenheim (CRD# 2444926) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 13 years of experience in the finance industry.
Mark Ott (CRD# 5918527) 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.
Adam Pawloski (CRD# 5337858) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 13 years of experience in the finance industry.
Jason Petitte (CRD# 4424962) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 19 years of experience in the finance industry.
Christopher Quigley (CRD# 7045208) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 5 years of experience in the finance industry.