William
Ostruzka

Kovitz Investment Group Partners, LLC

CRD#5381480
Investment Advisor
in Greenwich, CT

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About this Advisor

William Ostruzka is a financial advisor based in Greenwich, Connecticut, working with Kovitz Investment Group Partners, LLC. William has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, E*Trade Securities LLC, E*Trade Capital Management LLC, Northcoast Asset Management, Quasar Distributors, LLC, Connectus Wealth, and Kovitz Investment Group Partners, LLC. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, William is part of Kovitz Investment Group Partners, LLC, which operates out of Greenwich, Connecticut. 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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

One Greenwich Office Park
Greenwich, CT 06831

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Kovitz Investment Group Partners, LLC Brokerage Details

Total Assets Under Management

$11,290,749,061

CT Average: $6,674,516,078
Total Number of Employees

270

CT Average: 44
Total Number of Accounts

11,848

CT Average: 2,564
Average Account Size

$952,967

CT Average: $2,603,165

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

William Ostruzka Work History

2024 - Present (0 year)

Kovitz Investment Group Partners, LLC

2021 - Present (3 years)

Connectus Wealth

2019 - Present (5 years)

Quasar Distributors, LLC

2018 - 2021 (3 years)

Northcoast Asset Management

2015 - 2018 (3 years)

E*Trade Securities LLC

2015 - 2018 (3 years)

E*Trade Capital Management LLC

2014 - 2015 (1 year)

Charles Schwab & Co., Inc

2014 - 2015 (1 year)

Charles Schwab Bank

Disclosures

Please visit the SEC profile of William Ostruzka to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kovitz Investment Group Partners, LLC

Jason Castillo
Chicago, IL
Christopher Nicholson
Chicago, IL
Stephanie O'Donnell
Greenwich, CT
Thomas Munoz
Southfield, MI
Thomas Colombo
Waxhaw, NC
Joshua Pilson
Chicago, IL
Kathy Klein
Milwaukee, WI
Chiraag Kirpalani
Greenwich, CT

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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