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Kovitz

EST. AUM
$4,967,977,227

CONTACTS
26

CLIENT ACCOUNTS
7,122

Firm Details

Metro area Chicago
CRD Number 282241
Website kovitz.com
Client types

Overview

Kovitz acquired Telemus Capital in 2024. The combined firm manages over $10 billion in assets and has over 160 employees. Kovitz provides high net worth individuals, institutions, and financial professionals with sound asset management and advisory strategies, focusing on long-term investment solutions backed by stringent research. The firm treats financial planning and wealth management as active processes, working with clients to identify and implement the decisions that suit their needs. As an independently managed advisor, Kovitz is beholden to its clients alone, for whom it manages more than $7 billion in assets.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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