Kovitz

United States · 110 Employees
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 $7 billion in assets (as of 6/30/23). 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.

概述

国家 United States
成立时间 2003
总部 115 south lasalle street, chicago, illinois, united states
电话号码 +1 312-334-7300
网站 http://www.kovitz.com
LinkedIn http://www.linkedin.com/company/kovitz
Twitter
Facebook https://www.facebook.com/ThePrudentSpeculator
员工数 110
行业 investment management,
简介 Kovitz is a wealth management firm with a focus on delivering value across the financial spectrum by adhering to strict investment principles, cultivating a strong team and placing service above all else.

技术

Amazon AWS

Hosting

Basis

Advertising Networks

DNS Made Easy

Domain Name Services

Google Cloud Hosting

Hosting

Google Font API

Fonts

Google Maps

Other

Google Tag Manager

Tag Management

Hubspot

Marketing Automation

MailChimp SPF

Other

Mapbox

Other

Microsoft Office 365

Other

Mobile Friendly

Other

Netlify

CMS

Outlook

Email Providers

Salesforce

Customer Relationship Management

WordPress.org

CMS

常见问题

Kovitz 在哪里?

Kovitz 的总部位于 115 south lasalle street, chicago, illinois, united states

Kovitz 的电话号码是多少?

Kovitz 的电话号码是 +1 312-334-7300

Kovitz 的官方网站是什么?

Kovitz 的公司官方网站是 http://www.kovitz.com

Kovitz 是做什么的?

Kovitz is a wealth management firm with a focus on delivering value across the financial spectrum by adhering to strict investment principles, cultivating a strong team and placing service above all else.

Kovitz 的业务有哪些?

investment management,trading,financial planning,fixed income analysis,wealth management,equity strategies,retirement planning,alternative products,tax advice,family office

Kovitz 的年收入是多少?

Kovitz 的收入是 25000000美元

Kovitz 有多少员工?

Kovitz 有 110 名员工

Kovitz 属于哪个行业?

Kovitz 从事以下行业: investment management

Kovitz 使用什么技术?

Kovitz 使用的一些流行技术包括: Amazon AWS,Basis,DNS Made Easy,Google Cloud Hosting,Google Font API,Google Maps,Google Tag Manager,Hubspot,MailChimp SPF,Mapbox,Microsoft Office 365,Mobile Friendly,Netlify,Outlook,Salesforce,WordPress.org

如何联系 Kovitz?

Kovitz 联系信息: 电话号码:+1 312-334-7300, 网站:http://www.kovitz.com, 邮箱:jcl***@***.com

Kovitz 的社交媒体链接是什么?

Kovitz 领英:http://www.linkedin.com/company/kovitz,fackbook:https://www.facebook.com/ThePrudentSpeculator,twitte:

Kovitz 是一家上市公司吗?

不是

Kovitz 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Kovitz?

Kovitz 有 0 家投资者,包括 。

管理层

Jason Clark

Principal, Portfolio Manager

Amanda Falkum

Principal, Senior Financial Advisor

Kyle McGrath

Manager, Corporate Development

Bryan Engler

Principal, Portfolio Manager

Christopher Quigley

Senior Research Analyst

员工

Patricia R

Accounting Specialist

Max C

Portfolio Administrator

Joel Hirsh

Co-Chief Investment Officer

Sheryl Goretskie

Client Service and Operations Associate

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