Thomas
Munoz
Kovitz Investment Group Partners, LLC
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About this Advisor
Thomas Munoz is a financial advisor based in Southfield, Michigan, working with Kovitz Investment Group Partners, LLC. Thomas has previously held positions at Axa Advisors, LLC, Annual Giving Central Michigan University, Focus Financial Group, Inc, Kokemos Family Fun Center, Garpiel Group, Gordman'S, Central Michigan University, Delta College, Telemus Capital, LLC, and Kovitz Investment Group Partners, LLC. Thomas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Thomas is part of Kovitz Investment Group Partners, LLC, which operates out of Southfield, Michigan. 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
Thomas Munoz Work History
Kovitz Investment Group Partners, LLC
Telemus Capital, LLC
Axa Advisors, LLC
Axa Advisors, LLC
Annual Giving Central Michigan University
Focus Financial Group, Inc
Kokemos Family Fun Center
Garpiel Group
Central Michigan University
Gordman'S
Delta College
Disclosures
Please visit the SEC profile of Thomas Munoz 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
Greenwich, CT
Chicago, IL
Chicago, IL
Waxhaw, NC
Southfield, MI
Milwaukee, WI
Chicago, IL
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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