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KOVITZ INVESTMENT GROUP, LLC
KOVITZ INVESTMENT GROUP, LLC
CHICAGO, Illinois
·
1 registered advisor
·
CRD# 127880
SEC# 801-62239
312-334-7300
01
Firm Overview
AUM
$3.1B
Regulatory assets under management
Employees
50
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at KOVITZ INVESTMENT GROUP, LLC
1 registered advisor
Harold William Gianopulos
CHICAGO, Illinois
CRD# 1743800
05
Office Locations
CHICAGO, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. KOVITZ INVESTMENT GROUP, LLC (CRD# 127880) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.