Joshua
Pilson
Kovitz Investment Group Partners, LLC
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About this Advisor
Joshua Pilson is a financial advisor based out of Chicago, Illinois, with a total of 2 years of industry experience. Pilson works at Kovitz Investment Group Partners, LLC. During their career, Pilson has held roles at Vivaldi Capital Management, Dearborn Capital Management, Gfeller, Kennedy & Pezzano, The C.I, Soho Japanese Bistro, Gresham Partners and Kovitz Investment Group Partners, LLC. Pilson maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Illinois. Kovitz Investment Group Partners, LLC is a financial advisory business operating out of Chicago, IL. The investment advisory business has offices in seven locations and a total of 92 financial advisors. It oversees $7 billion in assets across its 6,927 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 42 charitable organizations. Of its 6,927 accounts, 58% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a diverse range of services, including 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, selection of other advisers, publication of newsletters and other services. Financial advisory fee schedules largely vary depending on which services are offered. Fees billed by Kovitz Investment Group Partners, LLC most likely include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kovitz Investment Group Partners, LLC Brokerage Details
$7,293,644,752
92
6,927
$1,052,930
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
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Joshua Pilson Work History
Joshua has been registered as a financial advisor for 2 years.*
Kovitz Investment Group Partners, LLC
Gresham Partners
Vivaldi Capital Management
Dearborn Capital Management
Soho Japanese Bistro
Gfeller, Kennedy & Pezzano
The C.I
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Pilson 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
Chicago, IL
Chicago, IL
Aliso Viejo, CA
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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