Assets Under Management
$31.7B
Number of Clients
16,572
Number of Advisors
193
Average Client AUM
$1.9M
AUM per Advisor
$164.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kovitz offers discretionary investment advice to individuals and institutions, primarily investing in equities and fixed income securities. They consult with clients to understand their financial situation and recommend an asset allocation. Kovitz also provides financial planning services, family office services, and corporate executive services.
71 S Wacker Drive, Suite 1860, Chicago, IL, 60606