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FA Directory / Mitch Kovitz


MITCH KOVITZ


KOVITZ INVESTMENT GROUP


PRINCIPAL, FOUNDER, CO-CHIEF INVESTMENT OFFICER


CHICAGO, IL

ContactWebsiteBroker Check
LinkedIn


ADDRESS

71 S. Wacker Drive

Suite 1860

Chicago, IL 60606

(312) 334-7300

SUMMARY

Assets:$5.1bFinancial Planning:YesAdvisors:35Branches: 4States: 3Employees: 88

CLIENTELE

Client Households:2,500Average Account Size:$1.5mAverage Net Worth:$2.5mAccount
Minimum:$1m

As of Jun 30, 2020.

Assets as per Aug 4, 2020 ADV filing.


CURRENT RANKINGS

2020 Top 100 RIA Firms



ABOUT

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 more than $5 billion in assets.

Kovitz was founded in 2003, and is part of the Focus Financial Partners network,
the leading international partnership of independent fiduciary wealth management
firms.



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TEAM MEMBERS

Rob Contreras, Co-President, Principal & General Counsel

Ted Rupp, Co-President, Principal

Dan Murphy , Principal, Portfolio Manager

John Buckingham , Principal, Portfolio Manager, Editor - The Prudent Speculator

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