Kochis Fitz (San Francisco)

Name: Kochis Fitz
Address: 101 2 Nd Street, Suite 1400, San Francisco, CA, 94105
Telephone: 415-394-6670

Kochis Fitz is a large advisory firm based in San Francisco. It manages $2.51 billion of regulatory assets for 2,054 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Louisiana, New York, and Texas.

Kochis Fitz provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kochis Fitz: assets under management

The assets under management (AUM) of Kochis Fitz is $2.51 billion. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.19 billion in discretionary accounts and $315.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $987.66 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kochis Fitz for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kochis Fitz

Jason Terrance Thomas has served as the Chief Investment Officer since 1 Mar 2005 and Stephen Timothy Kochis is the Chief Executive Officer of Kochis Fitz family office. Young S Kim joined the executive team most recently as the Director Of Investment Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Timothy Kochis	Chief executive officer	1 Oct 1991	25% - 50%	2293884
Linda Jo Fitz	Executive vice president	1 Oct 1991	Other	2284193
Thomas Gregory Tracy	Vice president	1 Feb 1995	Other	4364788
Michael Putnam Fitzhugh	Vice president	1 Jul 1998	Other	2390541
Kenneth Charles Gott	Vice president	1 Jul 1998	Other	4364789
Michael Harris Kossman	Coo; chief compliance officer	1 Aug 2000	Other	4364790
Sandra Leigh Bragar	Vice president	1 May 2002	Other	4533687
Jane Marie Zaloudek	Vice president	1 Jan 2005	Other	4934105
Gregory Ryan Schick	Vice president	1 Jan 2005	Other	2796483
Jason Terrance Thomas	Chief investment officer	1 Mar 2005	Other	4262931
Young S Kim	Director of investment operations	1 Jan 2007	Other	5306274

Based in San Francisco

The principal office where Kochis Fitz performs its advisory services is located at 101 2 Nd Street, Suite 1400, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-394-6670 or by fax 415-394-6676. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.kochisfitz.com.