Matthew
Mueller

Kovitz Investment Group Partners, LLC

CRD#6180858
Investment Advisor
in Chicago, IL

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About this Advisor

Matthew Mueller is a financial advisor based in Chicago, Illinois, working with Kovitz Investment Group Partners, LLC. Matthew has previously held positions at Barrington Strategic Wealth Management Group LLC, Telemus Capital, LLC, and Kovitz Investment Group Partners, LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Iowa. Currently, Matthew is part of Kovitz Investment Group Partners, LLC, which operates out of Chicago, Illinois. 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 65

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

230 West Monroe St Suite 1415
Chicago, IL 60606

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Kovitz Investment Group Partners, LLC Brokerage Details

Total Assets Under Management

$11,290,749,061

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

270

IL Average: 44
Total Number of Accounts

11,848

IL Average: 2,564
Average Account Size

$952,967

IL 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

Matthew Mueller Work History

2024 - Present (1 year)

Kovitz Investment Group Partners, LLC

2017 - 2024 (7 years)

Telemus Capital, LLC

2014 - 2017 (3 years)

Barrington Strategic Wealth Management Group LLC

2013 - 2014 (1 year)

Barrington Strategic Wealth Management Group LLC

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Disclosures

Please visit the SEC profile of Matthew Mueller 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

Thomas Colombo
Waxhaw, NC
William Ostruzka
Greenwich, CT
Kyle Deal
Chicago, IL
Jason Castillo
Chicago, IL
Thomas Munoz
Southfield, MI
Joshua Pilson
Chicago, IL
Kathy Klein
Milwaukee, WI
Christopher Nicholson
Chicago, IL

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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