Kochis Fitz Tracy Fitzhvgh & Gott, Inc. (San Francisco)

Name: Kochis Fitz Tracy Fitzhvgh & Gott, Inc.
Address: 530 Bush Street Suite 900, San Francisco, CA, 94108
Telephone: 415-394-6670

Kochis Fitz Tracy Fitzhvgh & Gott, Inc. is a large advisory firm based in San Francisco. It manages $448.4 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Kochis Fitz Tracy Fitzhvgh & Gott provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. 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 Tracy Fitzhvgh & Gott: assets under management

The assets under management (AUM) of Kochis Fitz Tracy Fitzhvgh & Gott, Inc. is $448.4 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $440 million in discretionary accounts and $8.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.68 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kochis Fitz Tracy Fitzhvgh & Gott, Inc. 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 Tracy Fitzhvgh & Gott, Inc.

Michael Harris Kossman joined the executive team most recently as the Chief Financial & Administrative Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Kochis	Chief executive officer	1 Oct 1993	25% - 50%	2293884
Linda Fitz	Executive vice president	1 Oct 1993	25% - 50%	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	Chief financial & administrative officer	1 Aug 2000	Other	4364790

Based in San Francisco

The principal office where Kochis Fitz Tracy Fitzhvgh & Gott, Inc. performs its advisory services is located at 530 Bush Street Suite 900, San Francisco, CA 94108, which is also the mailing address of the firm. An additional office of the firm is in Menlo Park, 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 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.kochisfitz.com.