TrueAdvisor
TrueAdvisor
AZ
CFP
AZ
CFP

Amy Michele Zamikovsky

Kovitz Investment Group Partners, LLC
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Kovitz Investment Group Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
193 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$31.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

720 Gessner Road, Suite 1720, Houston, TX, 77024

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History

Regulatory 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.

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Employment History
Current Registrations
Kovitz Investment Group Partners, LLC
April 2025 - Present · 10 mos
Previous Registrations
Transform Wealth, LLC
March 2024 - April 2025 · 1 yr 1 mo
Woodson Wealth Management
April 2023 - March 2024 · 11 mos
Oak Harvest Investment Services
February 2022 - September 2022 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2018 - December 2021 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - December 2021 · 3 yrs 11 mos
Regatta Research & Money Management L.L.C.
September 2006 - November 2014 · 8 yrs 2 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.