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.
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 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.
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.
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.