AD
CFA
Artem Albertovich Davletshin
3 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
193 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$31.7B
Fee Structure
Kovitz charges fees for investment management services, but the specific fee structure is not detailed in this brochure. For financial planning or consulting services, clients should consult their tax advisor, legal counsel, or other professionals. The brochure mentions that clients can purchase/sell securities without retaining Kovitz, but retaining Kovitz provides customized investment advice tailored to individual needs.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
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Advisor Information
Office location
One Greenwich Office Park, Greenwich, CT, 06831
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kovitz Investment Group Partners, LLC
January 2025 - Present · 1 yr
Previous Registrations
Kovitz Investment Group Partners, LLC
June 2024 - December 2024 · 6 mos
Connectus Wealth
March 2022 - July 2024 · 2 yrs 4 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.