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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: STERNE AGE INVESTMENT Adviser SERVICES, INC.CRD Number: 7365OtherThanAnnual
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Gather all necessary information and documents such as personal identification, financial statements, and investment goals.
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Contact Kovitz Investment Group to schedule a meeting with a partner.
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Review and sign the necessary paperwork to officially become a client of Kovitz Investment Group.

Who needs kovitz investment group partners?

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Individuals or organizations seeking professional investment management services.
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Clients wanting to work with experienced and knowledgeable investment partners to help grow their wealth.
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Kovitz Investment Group Partners is a financial investment firm that provides asset management services.
Investors and partners who have financial interests in Kovitz Investment Group Partners are required to file.
To fill out Kovitz Investment Group Partners, individuals must provide information about their financial interests and assets.
The purpose of Kovitz Investment Group Partners is to disclose financial information and maintain transparency in investment activities.
Information such as financial interests, assets, and investments must be reported on Kovitz Investment Group Partners.
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