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CFA
AD
CFA

Amish Ramesh Dalal

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
193 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$31.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

One Greenwich Office Park, Greenwich, CT, 06831

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kovitz Investment Group Partners, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Kovitz Investment Group Partners, LLC
June 2024 - December 2024 · 6 mos
Connectus Wealth
November 2021 - July 2024 · 2 yrs 8 mos
Northcoast Asset Management LLC
August 2021 - November 2021 · 3 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Amish Ramesh Dalal - Financial Advisor | TrueAdvisor