AP
CFP
AP
CFP

Adam Matthew Pawloski

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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
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Location

Two Towne Square, Suite 800, Southfield, MI, 48076

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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
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Kovitz Investment Group Partners, LLC
March 2024 - December 2024 · 9 mos
Telemus Capital, LLC
May 2015 - March 2024 · 8 yrs 10 mos
Raymond James & Associates, INC.
April 2011 - May 2015 · 4 yrs 1 mo
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.