Quintile Investment Advisors, LLC (San Francisco)

Name: Quintile Investment Advisors, LLC
Address: 60 Spear St., San Francisco, CA, 94105
Telephone: 415-394-6670

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.

The firm manages $4.61 billion in discretionary accounts and $349.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.53 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.96 million.

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

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Jeffery Anderson	Member	1 Nov 2002	Other	2641740
Jeffery Lee Coyle	Member	1 Nov 2002	Other	1635832
Robert Joseph Francais	Member	1 Nov 2002	Other	4604851
Marc Sangre Primiani	Member	1 Nov 2002	Other	4604852
Robert Marc Wagman	Member	1 Nov 2002	Other	2314441
Llc Quintile Wealth Management	Shareholder	1 Nov 2002	75% - 100%	16-1634766
Marc Sangree Primiani	Senior vice president	1 Nov 2002	Other	4604852
Kenneth Jeffery Anderson	Director	1 Jan 2008	Other	2641740
Robert Joseph Francais	Chief operating officer/director	1 Jan 2008	Other	4604851
Marc Sangree Primiani	General counsel	1 Jan 2008	Other	4604852
Kochis Fitz/Quintile Llc	Managing member	1 Jan 2008	75% - 100%	26-1518255
Stephen Timothy Kochis	Chief executive officer	1 Jan 2008	Other	2293884
Jason Terrance Thomas	Chief investment officer	1 Jan 2008	Other	4262931
Michael Harris Kossman	Chief financial officer/chief compliance officer	1 Jan 2008	Other	4364790
Michael Putnam Fitzhugh	Chairman	1 Jan 2008	Other	2390541
Gregory Ryan Schick	Secretary	1 Jan 2008	Other	2796483
Karen Ruth Blodgett	Director	1 Jan 2008	Other	5321862

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Quintile Wealth Management	Member	1 Jan 2008	25% - 50%	16-1634766
Kochis Fitz	Member	1 Jan 2008	50% - 75%	109977

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.