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AB

Andrew R. Bass

KOVITZ INVESTMENT GROUP PARTNERS
Southfield, MI 48076
Some features on this profile are disabled
CRD#: 4944686
AB

Professional summary

Andrew R Bass is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Southfield, Michigan.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Andrew has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Integrated Wealth and Tax Strategies, LLC Investment Related: No Address of the business: 1410 Clarendon Road Bloomfield, MI 48302 Nature of the business: Consulting and Tax Advisory Position/Title: Sole Owner with Chief Wealth Officer Title Start date of business: September 2023 Approximate hours: 0 - business is currently inactive and has no revenue

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew R Bass's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 5, 2025 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: Two Towne Square Suite 800, Southfield, MI 48076
RIA
CRD#: 282241
Southfield, MI
Past

March 30, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA
CRD#: 282241
Southfield, MI
Past

September 13, 2013 - March 21, 2024

TELEMUS CAPITAL, LLC

RIA
CRD#: 168794
SOUTHFIELD, MI
Past

March 28, 2013 - September 12, 2013

TELEMUS WEALTH ADVISORS, LLC

RIA
CRD#: 134114
SOUTHFIELD, MI
Past

October 12, 2010 - September 12, 2013

TELEMUS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 131580
SOUTHFIELD, MI
Past

July 7, 2005 - December 7, 2012

TELEMUS INVESTMENT BROKERS, LLC

BD
CRD#: 133957
SOUTHFIELD, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(1/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/20/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/25/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/9/2005
General Securities Representative Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 Approved)
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Contact information

Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372

SEC notice filing (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)
KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)
KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts38,915
AUM (Assets Under Management)$ 31,731,798,984

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/23/2025
Cover Page
Report
08/15/2024
Cover Page
Report
07/19/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241Southfield, MI 48076

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