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Building 2KOCHIS FITZ

Map pinSAN FRANCISCO, CA
Phone415-394-6670
NotebookSEC #801-40448
Total AUM
$2.5B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 2ND STREET, SUITE 1400
SAN FRANCISCO
CA 94105
USA
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
415-394-6670

ReceiptFinancials

Total AUM
$2.5B
Accounts
2,054
Discretionary
$2.2B
Accounts
1,735
Non-Discretionary
$315.1M
Accounts
319

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALANYTX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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