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
Carol Vander Sluis (CRD# 2443541) 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.
Bruce Weininger (CRD# 1925209) 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.
Patrick Wiese (CRD# 4398094) 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.
Jeremy Wilson (CRD# 4657352) 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.
Peter Crowell (CRD# 7225017) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Maria Gorog (CRD# 7661137) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has 1 year of experience in the finance industry.
Andrew Hambleton (CRD# 6375980) 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.
Trever Helmstead (CRD# 4776118) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 20 years of experience in the finance industry.
Ruth Impastato (CRD# 7852022) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has 1 year of experience in the finance industry.
Clarissa Jugo (CRD# 7333246) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 2 years of experience in the finance industry.