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Andrew Denenberg is a financial advisor at Kovitz Investment Group Partners, LLC, where he has been working since May 2024. Andrew has a Series 65 license and is also a Certified Financial Planner. He has been in the financial industry since April 2011. Andrew's professional experience includes working with a variety of clients, including high-net-worth individuals, corporations, and institutions. He has expertise in providing financial planning, investment management, and retirement planning services. Andrew is also involved in various other business ventures, including Broomsedge Golf LLC, a golf course development company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
05/03/2024 - Present
Kovitz Investment Group Partners, LLC (Deerfield IL)
IA
Issued 04/16/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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