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
Michael Ran (CRD# 7059166) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 4 years of experience in the finance industry.
Charlene Reardon (CRD# 1949041) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 31 years of experience in the finance industry.
John Roessler (CRD# 4670496) 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.
Mark Rosland (CRD# 4333669) 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.
Theodore Rupp (CRD# 4218857) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Jonathan Shapiro (CRD# 2862317) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Jonathan Smith (CRD# 7055359) 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.
Jesse Stumpf (CRD# 5341227) 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.
Zachary Tart (CRD# 6147908) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 11 years of experience in the finance industry.
Thomas Uber (CRD# 1012313) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Ivins, UT and has over 42 years of experience in the finance industry.