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KOVITZ INVESTMENT GROUP PARTNERS, LLC

Tel: 312-334-7300
71 S Wacker Drive
Suite 1860
Chicago, Illinois  60606

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KOVITZ INVESTMENT GROUP PARTNERS, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC is a Chicago, Illinois based financial advisory firm with nearly $11,290,749,061 in assets under management and provides investment advisory services for 11848 clients. There are currently 392 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based, Other (REV SHARE W/AFFILIATE FRS AND ELIGIBLE CREDIT & CASH MGMT SOLUT

Firm CRD#:

282241

SEC#:

801-107054

No. of Clients:

11848

Assets under Management

$11,290,749,061

No. of Advisors:

392

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