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).

Current Firm Details
71 S Wacker Drive, Suite 1860, Chicago, IL 60606
https://twitter.com/theprudentspec
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
  • Pension consulting services
  • 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 61 - 64 of 64 top financial advisors.
61
Natalie Langnas, financial advisor Southfield MI
Natalie F. Langnas
CRD#: 7456661
Two Towne Square, Suite 800, Southfield, MI 48076

Natalie Langnas (CRD# 7456661) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 2 years of experience in the finance industry.

62
Thomas Munoz, financial advisor Southfield MI
Thomas A. Munoz
CRD#: 6784566
Two Towne Square, Suite 800, Southfield, MI 48076

Thomas Munoz (CRD# 6784566) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 5 years of experience in the finance industry.

63
Steven Putzel, financial advisor Chicago IL
Steven R. Putzel
CRD#: 2685805
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Steven Putzel (CRD# 2685805) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 28 years of experience in the finance industry.

64
Lance Sherry, financial advisor Chicago IL
Lance J. Sherry
CRD#: 7392284
71 S Wacker Drive, Suite 1860, Chicago, IL 60606

Lance Sherry (CRD# 7392284) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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