Quintile Investment Advisors, LLC (San Francisco)
Quintile Investment Advisors, LLC is a large advisory firm based in San Francisco. It manages $4.96 billion of regulatory assets for 486 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and Texas.
Quintile Investment Advisors 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.
Quintile Investment Advisors: assets under management
The assets under management (AUM) of Quintile Investment Advisors, LLC is $4.96 billion. The firm's AUM has grown by 358% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Quintile Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Quintile Investment Advisors, 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 Quintile Investment Advisors, LLC family office. Robert Joseph Francais joined the executive team most recently as the Chief Operating Officer/Director.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in San Francisco
The principal office where Quintile Investment Advisors, LLC performs its advisory services is located at 60 Spear St., 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 415-394-6670 or by fax 415-394-6676. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.mosaicwealth.com.
Registered investment advisers similar to Quintile Investment Advisors, LLC
- Apex Capital Management,Inc
- Halbis Capital Management (Usa)
- Capstone Asset Management Company
- Glg
- Gannett Welsh & Kotler
- Kochis Fitz/Quintile
- Greycourt & Co.
- The Monroe Vos Consulting Group
- Patriarch Partners Xv
- Ferguson Wellman Capital Management
- Tiger Consumer Management
- Zacks Investment Management
- Investment Company Capital Corp
- White Mountains Advisors
- Gray Financial Group