Brian
Park

Kovitz Investment Group Partners, LLC

CRD#5736383
Investment Advisor
in Pasadena, CA

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About this Advisor

Brian Park is a financial advisor based in Pasadena, California, working with Kovitz Investment Group Partners, LLC. Brian has previously held positions at Wells Fargo Clearing Services, Wells Fargo Bank, Wells Fargo, Lido Advisors, LLC, Northcoast Asset Management, Quasar Distributors, LLC, Connectus Wealth, and Kovitz Investment Group Partners, LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Brian is part of Kovitz Investment Group Partners, LLC, which operates out of Pasadena, California. 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 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

251 South Lake Avenue Suite 800
Pasadena, CA 91101

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Kovitz Investment Group Partners, LLC Brokerage Details

Total Assets Under Management

$11,290,749,061

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

270

CA Average: 44
Total Number of Accounts

11,848

CA Average: 2,564
Average Account Size

$952,967

CA 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

Brian Park Work History

2024 - Present (1 year)

Kovitz Investment Group Partners, LLC

2021 - Present (4 years)

Quasar Distributors, LLC

2021 - 2024 (3 years)

Connectus Wealth

2020 - 2020 (< 1 year)

Lido Advisors, LLC

2020 - 2021 (1 year)

Northcoast Asset Management

2017 - 2020 (3 years)

Wells Fargo Clearing Services

2017 - 2020 (3 years)

Wells Fargo Bank

2012 - 2017 (5 years)

Wells Fargo

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Disclosures

Please visit the SEC profile of Brian Park 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

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

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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