Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research. We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. As an independently managed advisor, we are beholden to our clients alone for whom we manage and advise on more than $11.63 billion in assets (as of 3/31/24). Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients. Regulatory Documents: https://www.kovitz.com/regulatory-documents
View Top Employees from KovitzWebsite | http://www.kovitz.com |
Revenue | $19 million |
Employees | 119 (109 on RocketReach) |
Founded | 2003 |
Address | 71 South Wacker Drive Suite 1860, Chicago, Illinois 60606, US |
Phone | (312) 334-7300 |
Fax | (312) 334-7308 |
Industry | Investment Management, Finance General, Asset Management, Finance, Other Capital Markets/Institutions, Financial Planning, Fixed Income Analysis |
Web Rank | 12 Million |
Keywords | Wealth Management Solutions, Asset Management, Financial Planning, Investment Advisory Services, Wealth Management Guidance, Investment Management Services |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Kovitz employee's phone or email?
The Kovitz annual revenue was $19 million in 2024.
Vineeta Dhodapkar Raketich is the Vice President, Operations of Kovitz.
109 people are employed at Kovitz.
Kovitz is based in Chicago, Illinois.
The NAICS codes for Kovitz are [523, 52, 5239].
The SIC codes for Kovitz are [62, 621].