Kochis Fitz/Quintile LLC (San Francisco)

Name: Kochis Fitz/Quintile LLC
Address: 101 Second Street, San Francisco, CA, 94105
Telephone: 415-371-7800

Kochis Fitz/Quintile LLC is a large advisory firm based in San Francisco. It manages $4.96 billion of regulatory assets for 2,493 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Connecticut, and 3 other states.

Kochis Fitz/Quintile 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 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kochis Fitz/Quintile: assets under management

The assets under management (AUM) of Kochis Fitz/Quintile LLC is $4.96 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.09 billion in discretionary accounts and $863.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.92 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.4 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kochis Fitz/Quintile LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kochis Fitz/Quintile LLC

Kenneth Jeffery Anderson has been acting as President since 1 Jan 2008. Jason Terrance Thomas has served as the Chief Investment Officer since 1 Jan 2008 and Stephen Timothy Kochis is the Chief Executive Officer of Kochis Fitz/Quintile LLC family office. Llc Quintile Wealth Management joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Quintile Wealth Management	Member	1 Jan 2008	25% - 50%	16-1634766
Kochis Fitz	Member	1 Jan 2008	50% - 75%	109977
Kenneth Jeffery Anderson	Director	1 Jan 2008	Other	2641740
Robert Joseph Francais	Chief operating officer/director	1 Jan 2008	Other	4604851
Marc Sangree Primiani	General counsel	1 Jan 2008	Other	4604852
Stephen Timothy Kochis	Chief executive officer	1 Jan 2008	Other	2293884
Jason Terrance Thomas	Chief investment officer	1 Jan 2008	Other	4262931
Michael Harris Kossman	Chief financial officer/chief compliance officer	1 Jan 2008	Other	4364790
Michael Putnam Fitzhugh	Chairman	1 Jan 2008	Other	2390541
Gregory Ryan Schick	Secretary	1 Jan 2008	Other	2796483
Karen Ruth Blodgett	Director	1 Jan 2008	Other	5321862
Llc Aspiriant Holdings	Member	1 Jan 2008	25% - 50%	16-1634766
Aspiriant Holdings Corporation	Managing member	1 Jan 2008	50% - 75%	94-3146372

Based in San Francisco

The principal office where Kochis Fitz/Quintile LLC performs its advisory services is located at 101 Second Street, San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-371-7800 or by fax 415-371-7801. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.quintile.com.