KOVITZ INVESTMENT GROUP PARTNERS, LLC
Chicago, Illinois
5.0
1 Review
Kovitz Investment Group Partners, LLC, headquartered in Chicago, IL, is a highly regarded regional investment advisory firm. With eight offices and a team of 92 professionals, including 44 dedicated to investment advisory services, Kovitz Investment Group Partners is committed to delivering exceptional financial expertise and personalized service to their clients.
The firm manages a substantial portfolio, with over $7,293,645,000 in assets under management on behalf of more than 1,150 individual clients. What sets Kovitz Investment Group Partners apart is that 100% of the assets they manage are discretionary, allowing them the f...
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Assets Under Mgmt
$7.29B
Investment Professionals
44
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Subscription Fees
Fixed Fees
Performance-based fees
Other
Services Provided Section
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
Selection of other advisers
Publication of periodicals or newsletters
Other: CREDIT AND CASH MANAGEMENT SOLUTIONS
Other Business Activities
Other Financial product salesperson
Articles
Articles
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