KOVITZ INVESTMENT GROUP

10 known aliases resolved via the canonical alias map

Market position · 2024

Plans served11Rank #1399 of mapped providers

Assets under administration$7.7B0.0%Market share · rank #1539

Fees received$392,368Median $15,938/planSum across Schedule C direct + indirect

Net wins YoY-23 won · 5 lostPlan-level switch detection

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