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