KOVITZ INVESTMENT GROUP PARTNERS, LLC

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

About KOVITZ INVESTMENT GROUP PARTNERS, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC, formally registered with the SEC as KOVITZ INVESTMENT GROUP PARTNERS, LLC. The firm was established in 12/24/2015. They have over 41 offices throughout the country.

KOVITZ INVESTMENT GROUP PARTNERS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $11,290,749,061 assets under management, offering retirement planning & investment advisory services to 11848 clients. The firm is staffed with 392 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282241
SEC#	801-107054
Assets Managed by Firm	$11,290,749,061
No. of Clients	11848
No. of Advisors	392

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 SOLUTI)

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	11848	$11,290,749,061
Individuals (other than high net worth individuals)	1797	$625,640,432
High net worth individuals	1907	$7,105,166,308
Pension and profit sharing plans	91	$237,437,915
Charitable organizations	52	$150,270,788
Other investment advisers	8	$441,652,221
Corporations or other businesses	137	$1,241,130,000

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