Gustavo
De La Roca
Kovitz Investment Group Partners, LLC
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About this Advisor
Gustavo De La Roca is a financial advisor based in Glendale, California, working with Kovitz Investment Group Partners, LLC. Gustavo has previously held positions at Franklin Tempelton Distributors Inc, Franklin Templeton Financial Services Corp, Premier America Credit Union, Connectus Wealth Advisers, Kovitz Investment Group Partners, LLC, and Lpl Financial LLC. Gustavo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Gustavo is part of Kovitz Investment Group Partners, LLC, which operates out of Glendale, California. The firm has 25 offices and 270 employees. The firm manages assets totaling $11.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Kovitz Investment Group Partners, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kovitz Investment Group Partners, LLC Brokerage Details
$11,290,749,061
270
11,848
$952,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Gustavo De La Roca Work History
Kovitz Investment Group Partners, LLC
Connectus Wealth Advisers
Premier America Credit Union
Lpl Financial LLC
Franklin Templeton Financial Services Corp
Franklin Tempelton Distributors Inc
Disclosures
Please visit the SEC profile of Gustavo De La Roca to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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